Western Digital 시간외 -2.18% 실적발표 중에서
Q. And then as a follow-up, you sort of talked about these higher density SSDs in the second half of the calendar year for AI purposes. Can you talk about what has to happen to sort of get those drives out? Like is it you need new capacity points that you don't currently serve, and then can you talk generally, it seems like AI is having some positive effects on both sides of your guys' business. Can you talk about that a little bit?
A. I don't think it's so much in the results just yet, but we're seeing where it's going to impact both businesses. And clearly, one of them you just outlined, which is we're seeing enterprise SSD demand return, we saw some increase in the last quarter. We expect some increase in this quarter. But really, as we look to the second half, we have customers coming to us wanting the kind of SSDs we built and qualified before the downturn.
Q. AI로 인하여 더 높은 용량의 SSD에 대한 수요가 있었느냐는 질문
A. 상반기에 일부 나타나는 것으로 보이며, 특히 하반기에 이번 다운턴 이전에 개발했던 SSD의 수요가 늘어날 것으로 본다.
WDC는 작년에 6세대 3D 플래시 메모리 인 BiCS 를 공개한바 있습니다. 이는 218단까지 상용화된 모델입니다.
Q. And then as a follow-up, you sort of talked about these higher density SSDs in the second half of the calendar year for AI purposes. Can you talk about what has to happen to sort of get those drives out? Like is it you need new capacity points that you don't currently serve, and then can you talk generally, it seems like AI is having some positive effects on both sides of your guys' business. Can you talk about that a little bit?
A. I don't think it's so much in the results just yet, but we're seeing where it's going to impact both businesses. And clearly, one of them you just outlined, which is we're seeing enterprise SSD demand return, we saw some increase in the last quarter. We expect some increase in this quarter. But really, as we look to the second half, we have customers coming to us wanting the kind of SSDs we built and qualified before the downturn.
Q. AI로 인하여 더 높은 용량의 SSD에 대한 수요가 있었느냐는 질문
A. 상반기에 일부 나타나는 것으로 보이며, 특히 하반기에 이번 다운턴 이전에 개발했던 SSD의 수요가 늘어날 것으로 본다.
WDC는 작년에 6세대 3D 플래시 메모리 인 BiCS 를 공개한바 있습니다. 이는 218단까지 상용화된 모델입니다.
👍2😱1
현지시간 25일 로이터통신에 따르면 아마존의 클라우드 컴퓨팅 사업부인 AWS는 미국 애리조나주에 110억 달러(약 15조 원)를 들여 데이터센터를 증설할 계획이라고 밝혔습니다.
https://n.news.naver.com/article/374/0000380988
https://n.news.naver.com/article/374/0000380988
Naver
'AI 올인' 아마존 본격 시동…美 애리조나주 데이터센터 증설에 15조원 투입
본격적인 인공지능(AI) 드라이브에 나선 아마존이 우리 돈 15조 원 규모의 데이터센터를 증설하기로 했습니다. 현지시간 25일 로이터통신에 따르면 아마존의 클라우드 컴퓨팅 사업부인 AWS는 미국 애리조나주에 110억
👏4👍1
기사 내용에는 내일부터 공개매수네요. 그러면 내일 아침 장전에 공시가 뜨는건가? 주가는 금요일에 +18.8%
https://n.news.naver.com/article/011/0004333994?sid=101
https://n.news.naver.com/article/011/0004333994?sid=101
Naver
MBK, 커넥트웨이브 지분 40% 공개매수 돌입
국내 최대 사모펀드(PEF) 운용사인 MBK파트너스가 e커머스 플랫폼 커넥트웨이브의 잔여 지분 약 40%에 대한 공개매수를 추진한다. 창업자 지분과 자사주를 제외한 주식을 모두 인수한 뒤 자발적 상장폐지 절차를 밟을
👍2❤1👏1
29일 업계에 따르면 SK하이닉스는 국내 업체가 개발한 D램용 프로브카드 최종 품질 테스트를 끝내고 양산 라인 적용을 준비 중이다. 솔브레인이 HBM용, 티에스이(TSE)가 범용 D램용 프로브카드 신뢰성 평가를 통과한 것으로 파악됐다. 마이크로투나노도 SK하이닉스로부터 HBM용 프로브카드 납품 승인을 받은 것으로 알려졌다.
https://www.etnews.com/20240424000216
https://www.etnews.com/20240424000216
전자신문
SK하이닉스, D램 프로브카드 국산화…양산 라인 적용 임박
SK하이닉스가 D램용 프로브카드를 국산화한다. 프로브카드는 반도체 결함을 검사하는 부품으로, 그간 D램용 제품은 미국과 일본산에 의존해왔다. 국산화는 고대역폭메모리(HBM) 수요 확대에 따라 D램용 프로브카드 물량 증가에 대응하려는 시도로, 국내 소재·부품·장비(소부장
👏3
IH Research
29일 업계에 따르면 SK하이닉스는 국내 업체가 개발한 D램용 프로브카드 최종 품질 테스트를 끝내고 양산 라인 적용을 준비 중이다. 솔브레인이 HBM용, 티에스이(TSE)가 범용 D램용 프로브카드 신뢰성 평가를 통과한 것으로 파악됐다. 마이크로투나노도 SK하이닉스로부터 HBM용 프로브카드 납품 승인을 받은 것으로 알려졌다. https://www.etnews.com/20240424000216
여기서 솔브레인은 솔브레인홀딩스 자회사인 솔브레인에스엘디를 지칭하는 것으로 추정됩니다. MEMS 기반으로 SK하이닉스와 프로브카드 국산화/고도화 협약을 체결한바 있습니다.
https://news.skhynix.co.kr/post/technology-innovation-7th
https://news.skhynix.co.kr/post/technology-innovation-7th
news.skhynix.co.kr
“국내 반도체 생태계 발전을 함께합니다” SK하이닉스, ‘기술혁신기업 7기’ 선정
SK하이닉스가 와이씨켐, 솔브레인SLD, ISTE, 코비스테크놀로지 등 국내 소부장(소재·부품·장비) 기업 4사를 올해 ‘기술혁신기업’으로 선정하고 협약식을 가졌다고 24일 밝혔다.
👏2❤1
한투증권 중국/신흥국 정정영
* 계속 말씀드리는 부분입니다: 중국발 물가 튈 준비
매크로에 관심이 크시지 않더라도 지금 우리가 시장과 산업, 개별 종목을 전망함에 있어서 머리 한켠에 저장해두고 가야하는 차트입니다. 미국이야 무역분쟁에 가려져 공급망에 중국을 일찌감치 배제하면서 물가가 이미 올라있지만 그동안 디플레를 수출하던 중국이 인플레이션을 수출하게 되는 상황이오면 어떤 일이 벌어질지, 어디에 투자해야 할지 고민해 둬야 합니다.
오늘 중국에서 real estate섹터가 급등하고 있는데 중국의 이번 시도 또한 실패로 돌아갈 가능성이 큽니다. 다만 머리속에 하나의 시나리오 정도를 그려두는 것도 나쁘지 않아보입니다.
오늘 중국에서 real estate섹터가 급등하고 있는데 중국의 이번 시도 또한 실패로 돌아갈 가능성이 큽니다. 다만 머리속에 하나의 시나리오 정도를 그려두는 것도 나쁘지 않아보입니다.
👍4❤1👎1👏1
전반적으로 삼성전자 컨퍼런스콜도 SK하이닉스처럼 예상을 크게 벗어나는 부분은 없었습니다. 기억에 남는 부분이 있다면 서버용 SSD에 대한 부분인것 같습니다.
https://biz.chosun.com/it-science/ict/2024/04/30/U7PUESZXFNFLVIQHCL3TXD46G4/
https://biz.chosun.com/it-science/ict/2024/04/30/U7PUESZXFNFLVIQHCL3TXD46G4/
Chosun Biz
[컨콜] 삼성전자 "생성형AI로 서버용 SSD 판매량 80% 증가 전망"
컨콜 삼성전자 생성형AI로 서버용 SSD 판매량 80% 증가 전망
❤2👏1
SMCI -14% 실적발표 컨퍼런스콜 중에서
Q. And as such, do you think you would be able to charge more for liquid-cooled racks? And can this be accretive to gross margins?
A. Customers pay a very minimal premium, but they save up to 40% of energy costs. So I believe a lot of customers will go for that direction. And indeed, we already have a handful of customers have a big order, and that's why this quarter alone -- I mean June quarter, we are preparing more than 1,000 liquid cooling racks for those early birds. And I believe that demand will continue growing very strong.
A. GP200, each rack will be around be 100k watt. So a lot of customers like that, and we help them build their liquid cooling system and optimize their data center for liquid cooling. So we are growing customer base strongly now.
A. So we had to prepare enough inventory so that we can deliver liquid cooling rack scale product to customer on time or with minimal lead time. So both factor, indeed, is a positive factor. And with our economic scale continuing to grow, indeed, our inventory average [ daily ], indeed, will slightly improve.
주가가 이렇게까지 빠질 일이었나 싶은데 굳이 실적발표를 통해 이유를 찾자면, 이번 분기의 매출이 소폭 부진했고, 재고가 늘어났으며, 마진에 대한 우려가 있었다고 볼 수 있겠습니다. 회사는 다음 분기에 고객사의 신제품에 대응하기 위한 큰 폭의 매출이 예정되어 있어 늘어난 재고이며, 이를 통해 마진이 충분히 회복될 것임을 강조했습니다. 해당 기업의 개별 실적보다는 매크로, 섹터에 대한 Top down 요인에 의한 하락이 아닌가 추정해봅니다.
Q. And as such, do you think you would be able to charge more for liquid-cooled racks? And can this be accretive to gross margins?
A. Customers pay a very minimal premium, but they save up to 40% of energy costs. So I believe a lot of customers will go for that direction. And indeed, we already have a handful of customers have a big order, and that's why this quarter alone -- I mean June quarter, we are preparing more than 1,000 liquid cooling racks for those early birds. And I believe that demand will continue growing very strong.
A. GP200, each rack will be around be 100k watt. So a lot of customers like that, and we help them build their liquid cooling system and optimize their data center for liquid cooling. So we are growing customer base strongly now.
A. So we had to prepare enough inventory so that we can deliver liquid cooling rack scale product to customer on time or with minimal lead time. So both factor, indeed, is a positive factor. And with our economic scale continuing to grow, indeed, our inventory average [ daily ], indeed, will slightly improve.
주가가 이렇게까지 빠질 일이었나 싶은데 굳이 실적발표를 통해 이유를 찾자면, 이번 분기의 매출이 소폭 부진했고, 재고가 늘어났으며, 마진에 대한 우려가 있었다고 볼 수 있겠습니다. 회사는 다음 분기에 고객사의 신제품에 대응하기 위한 큰 폭의 매출이 예정되어 있어 늘어난 재고이며, 이를 통해 마진이 충분히 회복될 것임을 강조했습니다. 해당 기업의 개별 실적보다는 매크로, 섹터에 대한 Top down 요인에 의한 하락이 아닌가 추정해봅니다.
Enovix(ENVX) post +21.8%
글로벌 top OEM 핸셋메이커와 이야기중이라는 코멘트로 급등 중
Enovix (NASDAQ:ENVX) +21.3% post-market Wednesday after reporting a much smaller Q1 adjusted loss than in the year-earlier quarter and announcing a development agreement with an unnamed smartphone maker that is "one of the top five smartphone OEMs in the world by unit volume."
source: https://seekingalpha.com/news/4098123-enovix-surges-20-after-smaller-q1-loss-deal-with-top-five-smartphone-maker
글로벌 top OEM 핸셋메이커와 이야기중이라는 코멘트로 급등 중
Enovix (NASDAQ:ENVX) +21.3% post-market Wednesday after reporting a much smaller Q1 adjusted loss than in the year-earlier quarter and announcing a development agreement with an unnamed smartphone maker that is "one of the top five smartphone OEMs in the world by unit volume."
source: https://seekingalpha.com/news/4098123-enovix-surges-20-after-smaller-q1-loss-deal-with-top-five-smartphone-maker
Seeking Alpha
Enovix surges 20% after smaller Q1 loss, deal with 'top five' smartphone maker
Enovix reports smaller Q1 loss and signs development agreement with a top smartphone OEM, also aims to reduce cash burn by more than one-third.
👏2
마카오 데이터는 계속 좋은 흐름입니다.
The GGR tally beat the consensus estimate for a rise of 23% and was about 21% below the pre-pandemic level seen in 2019. The April GGR mark was down about 4.9% from the level seen in March, which was anticipated by analysts.
https://seekingalpha.com/news/4097074-macau-casino-gross-gaming-revenue-jumps-by-26-in-april
The GGR tally beat the consensus estimate for a rise of 23% and was about 21% below the pre-pandemic level seen in 2019. The April GGR mark was down about 4.9% from the level seen in March, which was anticipated by analysts.
https://seekingalpha.com/news/4097074-macau-casino-gross-gaming-revenue-jumps-by-26-in-april
Seeking Alpha
Macau casino gross gaming revenue jumps by 26% in April
Macau's gross gaming revenue increased 26% YoY in April, beating estimates, but was still 21% below pre-pandemic levels. Read more.
👍3
Fromfactor(Form) +17.64% 실적발표 컨퍼런스 콜
In the first quarter, HBM was nearly half of FormFactor's DRAM revenue and was double the quarterly levels, we delivered in the second half of 2023. We'd previously stated that we expected HBM revenue to reach these levels sometime in mid to late 2024. Achieving these doubled quarterly run rate HBM revenue levels in the first quarter of the year is a good indicator of how quickly HBM capacity and output is accelerating across our customer base.
HBM 매출이 23년에 시작되었는데, 1분기에 이미 DRAM 사업부 매출의 절반을 차지하였다. 24년 중반정도로 예상했던 데이터였는데, 예상보다 2배 빨랐다.
DRAM revenues were a record $45.9 million in Q1, $10 million or 27.9% higher than in the fourth quarter and increased to 27.2% of total quarterly revenues as compared to 21.3% in the fourth quarter.
1분기 DRAM 매출은 QoQ +27.9% (2Q 가이던스는 QoQ +25m 이며 로직 +15m DRAM +10m)
Q. If you could just tell us how much you think high bandwidth memory, how much more test and probe intensive it is over, let's say, a standard DDR5 memory? And then could you just review, it sounds like you have with the six, if you have eight in the stack, you're going to have at least eight probe insertions for each individual one.
A. Each individual die, whether it's a 8-high stack, a 12-high stack, a 16-stack, each of those individual die gets probed and tested, before it goes into the stack, because as you can imagine, especially when you get high in the stack, if you're adding a bad dye to it, that has the potential to essentially cause a scrap event for all the previous die that have been stacked.
Q. HBM이 8단이면 8개의 프로브카드가 필요한가?
A. 모든 die 마다 프로브카드가 필요하다.
Q. And then just the testing intensity of an HBM dive versus a standard DDR5?
Q. 그냥 DDR5에 비해 테스트가 더 필요한가?
A. Yes. We've estimated this in the past. On a like-for-like basis is something like 20% to 30% and I think that's a reasonable rule of thumb and continues to be a reasonable rule of thumb.
A. 경험적으로 20~30% 정도가 더 필요하다.
그냥 '그럴것이다'라고 짐작만 했던 부분에 대해서 폼팩터가 시원하게 확인해주는 컨콜이었습니다. HBM은 층 수만큼 프로브카드가 필요하며, 거기에 apple to apple로 비교했을때 20%~30%가 더 필요하다고 합니다. 최근 EDS 공정과 패키징후 전수조사 어디에 포커싱을 하느냐에 대한 고민이 있었는데 도움이 되는 컨퍼런스콜이었습니다.
In the first quarter, HBM was nearly half of FormFactor's DRAM revenue and was double the quarterly levels, we delivered in the second half of 2023. We'd previously stated that we expected HBM revenue to reach these levels sometime in mid to late 2024. Achieving these doubled quarterly run rate HBM revenue levels in the first quarter of the year is a good indicator of how quickly HBM capacity and output is accelerating across our customer base.
HBM 매출이 23년에 시작되었는데, 1분기에 이미 DRAM 사업부 매출의 절반을 차지하였다. 24년 중반정도로 예상했던 데이터였는데, 예상보다 2배 빨랐다.
DRAM revenues were a record $45.9 million in Q1, $10 million or 27.9% higher than in the fourth quarter and increased to 27.2% of total quarterly revenues as compared to 21.3% in the fourth quarter.
1분기 DRAM 매출은 QoQ +27.9% (2Q 가이던스는 QoQ +25m 이며 로직 +15m DRAM +10m)
Q. If you could just tell us how much you think high bandwidth memory, how much more test and probe intensive it is over, let's say, a standard DDR5 memory? And then could you just review, it sounds like you have with the six, if you have eight in the stack, you're going to have at least eight probe insertions for each individual one.
A. Each individual die, whether it's a 8-high stack, a 12-high stack, a 16-stack, each of those individual die gets probed and tested, before it goes into the stack, because as you can imagine, especially when you get high in the stack, if you're adding a bad dye to it, that has the potential to essentially cause a scrap event for all the previous die that have been stacked.
Q. HBM이 8단이면 8개의 프로브카드가 필요한가?
A. 모든 die 마다 프로브카드가 필요하다.
Q. And then just the testing intensity of an HBM dive versus a standard DDR5?
Q. 그냥 DDR5에 비해 테스트가 더 필요한가?
A. Yes. We've estimated this in the past. On a like-for-like basis is something like 20% to 30% and I think that's a reasonable rule of thumb and continues to be a reasonable rule of thumb.
A. 경험적으로 20~30% 정도가 더 필요하다.
그냥 '그럴것이다'라고 짐작만 했던 부분에 대해서 폼팩터가 시원하게 확인해주는 컨콜이었습니다. HBM은 층 수만큼 프로브카드가 필요하며, 거기에 apple to apple로 비교했을때 20%~30%가 더 필요하다고 합니다. 최근 EDS 공정과 패키징후 전수조사 어디에 포커싱을 하느냐에 대한 고민이 있었는데 도움이 되는 컨퍼런스콜이었습니다.
👍5❤1
Albermarle 실적발표 중에서 +5.29%
And the inventory more specifically, what we're seeing is inventory is pretty much at very low levels, ending in March, relatively speaking. So less than 2 weeks from a lithium producer standpoint, and about a week for downstream cathode company. That's in China. It's a little higher for battery producers -- or excuse me, for battery inventories. But again, at levels that are very low compared to the average we saw in 2023.
리튬 생산업체는 2주, cathode 생산업체는 1주일 정도의 재고 레벨. 이는 '23년 평균에 비해 매우 낮은 위치에 있다.
Q. That's perfect. And then a quick follow-up. Sequentially into the second quarter, do you expect volumes to be up? I'm just trying to bridge the seasonality to get to the 190 [indiscernible] for the full year?
A. Yes. So we will have volume -- at least sequentially, what you're asking about is, yes, we will have some higher volumes as we get into Q2 versus Q1. Remember that the peak for energy storage demand is usually in the third quarter. So we're building to that peak. So it won't be the highest quarter of the year. But yes, I would expect that you'll see a little bit higher volume in Q2 versus Q1.
2분기에는 QoQ로 판매량이 늘어나며 3분기에는 storage 수요가 있어서 늘어날 전망
이차전지 밸류체인은 이제 정말 수요가 회복되느냐가 전부인 것 같습니다.
And the inventory more specifically, what we're seeing is inventory is pretty much at very low levels, ending in March, relatively speaking. So less than 2 weeks from a lithium producer standpoint, and about a week for downstream cathode company. That's in China. It's a little higher for battery producers -- or excuse me, for battery inventories. But again, at levels that are very low compared to the average we saw in 2023.
리튬 생산업체는 2주, cathode 생산업체는 1주일 정도의 재고 레벨. 이는 '23년 평균에 비해 매우 낮은 위치에 있다.
Q. That's perfect. And then a quick follow-up. Sequentially into the second quarter, do you expect volumes to be up? I'm just trying to bridge the seasonality to get to the 190 [indiscernible] for the full year?
A. Yes. So we will have volume -- at least sequentially, what you're asking about is, yes, we will have some higher volumes as we get into Q2 versus Q1. Remember that the peak for energy storage demand is usually in the third quarter. So we're building to that peak. So it won't be the highest quarter of the year. But yes, I would expect that you'll see a little bit higher volume in Q2 versus Q1.
2분기에는 QoQ로 판매량이 늘어나며 3분기에는 storage 수요가 있어서 늘어날 전망
이차전지 밸류체인은 이제 정말 수요가 회복되느냐가 전부인 것 같습니다.
👏4❤1👍1