{"id":35943,"date":"2025-08-15T11:40:31","date_gmt":"2025-08-15T11:40:31","guid":{"rendered":"https:\/\/quantfury.com\/?p=35943"},"modified":"2025-08-15T11:40:31","modified_gmt":"2025-08-15T11:40:31","slug":"mu","status":"publish","type":"post","link":"https:\/\/quantfury.com\/portuge\/insights-do-mercado\/mu\/","title":{"rendered":"Pre\u00e7os mais altos dos chips da Micron impulsionam a demanda"},"content":{"rendered":"\n

A Micron Technology (NASDAQ: MU)<\/a> est\u00e1 se beneficiando da alta demanda por chips de mem\u00f3ria, gra\u00e7as ao uso generalizado de intelig\u00eancia artificial e \u00e0 expans\u00e3o dos centros de dados.<\/p>\n\n\n\n

A fabricante de chips de mem\u00f3ria afirmou que os pre\u00e7os mais altos de um produto cr\u00edtico levaram a um aumento na receita e na previs\u00e3o de lucros para o quarto trimestre fiscal. A Micron prev\u00ea que a receita ser\u00e1 de cerca de US$ 11,2 bilh\u00f5es para o trimestre que termina em 28 de agosto. A empresa havia estimado anteriormente vendas de cerca de US$ 10,7 bilh\u00f5es.<\/p>\n\n\n\n

A revis\u00e3o positiva mostra os pre\u00e7os mais altos dos chips de mem\u00f3ria de acesso aleat\u00f3rio din\u00e2mico e a \u201cexecu\u00e7\u00e3o forte\u201d, disse a Micron. A empresa tamb\u00e9m aumentou suas expectativas para o lucro ajustado por a\u00e7\u00e3o, estimando cerca de US$ 2,85, em compara\u00e7\u00e3o com a previs\u00e3o anterior de cerca de US$ 2,50.<\/p>\n\n\n\n

A previs\u00e3o animadora ajudou as a\u00e7\u00f5es, que subiram 18% nos \u00faltimos cinco dias. Elas aumentaram 39% nos \u00faltimos seis meses.<\/p>\n\n\n\n

A vantagem da Micron \u00e9 que ela pode cobrar mais de seus clientes pelos chips HBM4, que s\u00e3o usados em aplica\u00e7\u00f5es de IA, gr\u00e1ficos e computa\u00e7\u00e3o de alto desempenho. Estima-se que os chips HBM4 de pr\u00f3xima gera\u00e7\u00e3o da empresa sejam vendidos por 15% a 20% a mais, devido a um tamanho maior das pastilhas (de sil\u00edcio). A pastilha \u00e9 o componente fundamental dos circuitos integrados.<\/p>\n\n\n\n

Os fabricantes de chips t\u00eam sido beneficiados pelo aumento do uso de IA e das constru\u00e7\u00f5es de centros de dados. Isso inclui os concorrentes da Micron, como Western Digital (NASDAQ: WDC)<\/a>, Samsung Electronics e SK Hynix, cujas a\u00e7\u00f5es tamb\u00e9m subiram nos \u00faltimos seis meses.<\/p>\n\n\n\n

Enquanto a Micron fabrica pacotes de mem\u00f3ria, armazenamento e multichips, a Western Digital fabrica produtos de armazenamento de dados, incluindo discos r\u00edgidos e unidades de estado s\u00f3lido. A Samsung Electronics \u00e9 uma empresa mais diversificada, enquanto a SK Hynix tamb\u00e9m \u00e9 uma fabricante de chips de mem\u00f3ria.<\/p>\n\n\n\n

A Micron enfrentou um obst\u00e1culo em junho, quando a ger\u00eancia apresentou uma previs\u00e3o que n\u00e3o atendeu \u00e0s expectativas. E em julho, houve quest\u00f5es sobre o volume da demanda por chips de mem\u00f3ria.<\/p>\n\n\n\n

A SK Hynix, uma fabricante coreana de chips de mem\u00f3ria, teve suas a\u00e7\u00f5es rebaixadas pela primeira vez em tr\u00eas anos por analistas do Goldman Sachs em julho. Eles disseram que os pre\u00e7os da mem\u00f3ria de alta largura de banda (HBM) podem cair no pr\u00f3ximo ano. Os clientes tamb\u00e9m podem ganhar uma vantagem, \u00e0 medida que mais concorr\u00eancia surge.<\/p>\n\n\n\n

As a\u00e7\u00f5es da Micron provavelmente continuar\u00e3o tendo um bom desempenho enquanto a demanda por seus chips de mem\u00f3ria permanecer alta e os temas de IA e centros de dados continuarem sendo destaque. Como outros fabricantes de chips, ela pode enfrentar alguns obst\u00e1culos no pr\u00f3ximo ano se a economia passar por uma desacelera\u00e7\u00e3o ou se as empresas reduzirem os gastos.<\/p>\n\n\n\n

As tarifas n\u00e3o est\u00e3o em pauta, j\u00e1 que o presidente Trump disse que as empresas que se comprometerem a fabricar produtos aqui estar\u00e3o isentas. A Micron anunciou planos de investir US$ 200 bilh\u00f5es em fabrica\u00e7\u00e3o de semicondutores, pesquisa e desenvolvimento nos EUA. O investimento inclui US$ 30 bilh\u00f5es al\u00e9m dos planos anteriores.<\/p>\n","protected":false},"excerpt":{"rendered":"

A Micron Technology (NASDAQ: MU) est\u00e1 se beneficiando da alta demanda por chips de mem\u00f3ria, gra\u00e7as ao uso generalizado de intelig\u00eancia artificial e \u00e0 expans\u00e3o dos centros de dados. A fabricante de chips de mem\u00f3ria afirmou que os pre\u00e7os mais altos de um produto cr\u00edtico levaram a um aumento na receita e na previs\u00e3o de […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[9],"tags":[],"class_list":["post-35943","post","type-post","status-publish","format-standard","hentry","category-insights-do-mercado"],"acf":[],"yoast_head":"\nPre\u00e7os mais altos dos chips da Micron impulsionam a demanda | Quantfury<\/title>\n<meta name=\"description\" content=\"A Micron Technology (NASDAQ: MU) est\u00e1 se beneficiando da alta demanda por chips de mem\u00f3ria, gra\u00e7as ao uso generalizado de intelig\u00eancia artificial e \u00e0 A vantagem da Micron \u00e9 que ela pode cobrar mais de seus clientes pelos chips HBM4, que s\u00e3o usados em aplica\u00e7\u00f5es de IA, 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