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MU 再趺下既話，可能call 下
MU: Double downgrade to Sell at BNP Exane - PT down to $67 from $140
Exane BNP Paribas notes that while some investors correctly anticipate downside risk to near-term results, Micron will underperform its artificial intelligence peers through 2025 as high bandwidth memory capacity oversupply leads to a faster than expected market correction of conventional DRAM selling prices, the analyst tells investors in a research note. Exane's 2025 and 2026 earnings estimates for Micron are 34% and 45% below consensus, respectively.
Exane BNP Paribas notes that while some investors correctly anticipate downside risk to near-term results, Micron will underperform its artificial intelligence peers through 2025 as high bandwidth memory capacity oversupply leads to a faster than expected market correction of conventional DRAM selling prices, the analyst tells investors in a research note. Exane's 2025 and 2026 earnings estimates for Micron are 34% and 45% below consensus, respectively.
Online retailers in China have slashed the prices of Apple’s new iPhone 16 series ahead of its official release, as consumers in the world’s largest smartphone market hold out for the release of the US company’s first on-device artificial intelligence (AI) software.
PDD Holdings’ Pinduoduo, one of the country’s most popular e-commerce platforms, has started selling the iPhone 16 Plus with 512 gigabytes of storage for 8,999 yuan (US$1,268), a 10 per cent discount from the official price of 9,999 yuan. The 128GB iPhone 16 is being sold at an even steeper 11 per cent discount.
PDD Holdings’ Pinduoduo, one of the country’s most popular e-commerce platforms, has started selling the iPhone 16 Plus with 512 gigabytes of storage for 8,999 yuan (US$1,268), a 10 per cent discount from the official price of 9,999 yuan. The 128GB iPhone 16 is being sold at an even steeper 11 per cent discount.
Bloomberg report that Accenture is delaying promotions by 6 months has awakened dormant fears of continued lackluster IT Services spend, raising concerns about a soft FY25 sales guide, and sending the stock down nearly -5%. Mizuho is more bullish, and see potential for 7%+ growth in FY25 (vs. cons. of +5.6%), mainly due to: (1) 1-2% contribution from GenAI revenue even after accounting for some reallocation of resources; (2) ~3% contribution from M&A; (3) some FX tailwind.
MU 120都覺得貴，唔知175點計出嚟
Wells Fargo lowered the firm's price target on Micron to $175 from $190 and keeps an Overweight rating on the shares. The firm de-risked forward estimates into Micron's fiscal Q4 report on September 25 but view concerns around a DRAM downcycle in the first half of 2025 as overdone. The company is still early in its high bandwidth memory inflection and the non-HBM DRAM tightness is still underappreciated, the analyst tells investors in a research note. Wells says increasing HBM mix and to a lesser extent traditional DRAM supply tightness should drive continued margin expansion at Micron.
Wells Fargo lowered the firm's price target on Micron to $175 from $190 and keeps an Overweight rating on the shares. The firm de-risked forward estimates into Micron's fiscal Q4 report on September 25 but view concerns around a DRAM downcycle in the first half of 2025 as overdone. The company is still early in its high bandwidth memory inflection and the non-HBM DRAM tightness is still underappreciated, the analyst tells investors in a research note. Wells says increasing HBM mix and to a lesser extent traditional DRAM supply tightness should drive continued margin expansion at Micron.
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機構risk on，有FED put 唔驚
sk 都俾大行下調目標價。 唔敢賭mu 
下年點先係問題無乜理由會剩能過剩，但咁多大行睇淡
Speculation mounts over potential discontinuation of Nvidia's H20 chip as US export review approaches
https://www.digitimes.com/news/a20240923PD210/nvidia-china-us-exports-policy-shipments.html?utm_source=substack&utm_medium=email
MS估計25年底TSM CoWoS產能擴大到每月80,000片晶圓
MS says they see faster capacity expansion at TSMC in both the front-end (2nm/3nm) and advanced packaging (CoWoS) to meet very strong AI semi demand. MS notes “TSMC originally planned to expand CoWoS capacity to 80kwpm in 2026, but that now looks set to take place by end-2025. TSMC's AP8 fab (newly bought from Innolux) should offer sufficient space.” They now model TSMC's CoWoS capacity at 80k by 2025 and incremental allocation to Nvidia.
MS says they see faster capacity expansion at TSMC in both the front-end (2nm/3nm) and advanced packaging (CoWoS) to meet very strong AI semi demand. MS notes “TSMC originally planned to expand CoWoS capacity to 80kwpm in 2026, but that now looks set to take place by end-2025. TSMC's AP8 fab (newly bought from Innolux) should offer sufficient space.” They now model TSMC's CoWoS capacity at 80k by 2025 and incremental allocation to Nvidia.
