东莞证券表示，半导体行业从2024年开始进入上行周期，以存储为例，美光2024年第四财季业绩表现出色，主要受益于强劲的数据中心需求，尤其是HBM和企业NAND数据旺盛；此外，美光对下一财季指引乐观，预示后续需求旺盛。该行指，展望Q4，随着行业旺季到来和内资晶圆厂产能扩充持续推进，预计半导体行业景气度有望持续回升。Semiconductor stocks performed strongly, as of the time of publication, Shanghai Fudan (01385) rose by 18.15%, closing at 14.06 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 13.95%, closing at 21.15 Hong Kong dollars; Hua Hong Semi (01347) rose by 12.78%, closing at 21.45 Hong Kong dollars.
According to the CC Financial News APP, semiconductor stocks have shown strong performance. As of the time of publication, Shanghai Fudan (01385) increased by 18.15%, closing at 14.06 Hong Kong dollars; Semiconductor Manufacturing International Corporation (00981) rose by 13.95%, closing at 21.15 Hong Kong dollars; Hua Hong Semi (01347) rose by 12.78%, closing at 21.45 Hong Kong dollars.
On the news front, Micron Technology recently announced better-than-expected fourth-quarter financial results. The financial report shows that Micron's fourth fiscal quarter revenue increased by 93% year-on-year to 7.75 billion US dollars, better than the market's expected 7.66 billion US dollars; excluding certain items, earnings per share were 1.18 US dollars, also surpassing the market's expected 1.12 US dollars. Looking ahead, Micron forecasts that revenue for the first quarter of fiscal year 2025 will reach around 8.7 billion US dollars, easily surpassing the market's expected 8.32 billion US dollars.
Dongguan Securities stated that the semiconductor industry has entered an upward cycle starting from 2024. Taking storage as an example, Micron's performance in the fourth quarter of 2024 was outstanding, mainly benefiting from strong datacenter demand, especially for HBM and enterprise NAND data; in addition, Micron's outlook for the next quarter is optimistic, indicating robust future demand. The brokerage firm pointed out that looking towards Q4, with the peak season in the industry approaching and the continuous expansion of domestic wafer fabs, it is expected that the semiconductor industry's prosperity will continue to improve.