記憶體大廠 Micron 美光 Q2財報營收年增82%至68億，高於預期的66億。毛利率提升至13.8%，Q2淨利7.02億。EPS $0.62 也遠高於預期的0.48。
DRAM 營收季增13%至47億，ASP平均售價季增20%。NAND營收季增32%，平均售價季增20%。
Q3的財測營收76億，和預期相符，換算年增89.5%。毛利率預估在34.5%，Q3 EPS $1.08也高於預期的$1.02。
HBM3E產品已經交付並在本季產生超過1億的營收，在2025財年，HBM市占率將和DRAM整體市占率20%-25%相當，2025年HBM的產能供應已經售罄，絕大多數供應的價格已經簽訂合約。預計2024財年HBM將產生數億美元收入，2025財年將達到數十億美元收入。
更多內容可以看這篇
https://ieobserv.com/MU_24Q2
Patreon版本：
https://www.patreon.com/posts/106958908?pr=true
With your “Archived Chats” folder finally hidden from view in the chat list area, if the other party decides to send you a new message, the conversation will pop up again in your regular chat feed. To ensure your conversation remains hidden, mute the conversation in question by following the below instructions.Find your “Archived Chats” folder. If you’ve hidden it from view on your mobile, swipe from the top of the app and release to bring back the folder. Long-tap on the conversation in question and select the “Sound” icon at the top. Select “Disable” to stop worrying the conversation will resurface in the app’s main area. On PC, tap on the hamburger menu in the upper-left corner. Select “Archived chats” at the top to get the conversation you hid. Select the chat in question, right-click on it and opt for the “Mute Notifications” option. Hit “Mute forever” or “Mute for…” and select a time frame that suits your needs.
With Telegram, you can send messages, photos, videos and files of any type (doc, zip, mp3, etc), as well as create groups for up to 200,000 people or channels for broadcasting to unlimited audiences. You can write to your phone contacts and find people by their usernames. As a result, Telegram is like SMS and email combined — and can take care of all your personal or business messaging needs. In addition to this, we support end-to-end encrypted voice calls.
Telegram is a messaging app with a focus on speed and security, it’s super-fast, simple and free. You can use Telegram on all your devices at the same time — your messages sync seamlessly across any number of your phones, tablets or computers.
Telegram is for everyone who wants fast and reliable messaging and calls. Business users and small teams may like the large groups, usernames, desktop apps and powerful file sharing options. You can appoint admins with advanced tools to help these communities prosper in peace. Public groups can be joined by anyone and are powerful platforms for discussions and collecting feedback.In case you're more into pictures, Telegram has animated gif search, a state of the art photo editor, and an open sticker platform (find some cool stickers here or here). What's more, there is no need to worry about disk space on your device. With Telegram's cloud support and cache management options, Telegram can take up nearly zero space on your phone.
Unlike WhatsApp, Telegram is a cloud-based messenger with seamless sync. As a result, you can access your messages from several devices at once, including tablets and computers, and share an unlimited number of photos, videos and files (doc, zip, mp3, etc.) of up to 2 GB each. And if you don't want to store all that data on your device, you can always keep it in the cloud.Thanks to our multi-data center infrastructure and encryption, Telegram is faster and way more secure. On top of that, Telegram is free and will stay free — no ads, no subscription fees, forever.
Yes! Voice calls are currently available to users around the world.
Many modern travelers appear to struggle with managing various aspects of their finances simultaneously while abroad, such as banking, budgeting, investing, trading, and saving. It is important to have apps installed on the device that will help you carry out these necessary tasks.
Hot Topic in US