It's no secret that Micron Technology's (NASDAQ:MU) share performance has been relatively lackluster since reporting q3'24 earnings at the beginning of July 2024. Though investors may have been spooked by the higher-than-expected capital investment forecast for eFY25, this should not have come to anyone's surprise as Micron is in the process of transitioning their chip manufacturing equipment to cater to higher powered chips using EUV lithography as well as breaking ground on their Idaho fab, which is expec ...

TORONTO, July 18, 2024 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "company") (TSX, NYSE: HBM) senior management will host a conference call on Tuesday, August 13, 2024 at 11:00 a.m. ET to discuss the company's second quarter 2024 results. Hudbay (TSX, NYSE: HBM) is a copper-focused mining company with three long-life operations and a worldclass pipeline of copper growth projects in tier-one mining-friendly jurisdictions of Canada, Peru and the United States. Second Quarter 2024 Results Confer ...

Hudbay's operating portfolio includes the Constancia mine in Cusco (Peru), the Snow Lake operations in Manitoba (Canada) and the Copper Mountain mine in British Columbia (Canada). Copper is the primary metal produced by the company, which is complemented by meaningful gold production. Hudbay's growth pipeline includes the Copper World project in Arizona (United States), the Mason project in Nevada (United States), the Llaguen project in La Libertad (Peru) and several expansion and exploration opportunities ...

The second is the recovery of PC and smartphone end demand in 2025, with more emphasis on the former. PC and smartphone recovery is crucial for MU to boost unit sales. Management has the following outlook on each market for the year - "PC: Unit volumes remain on track to grow in the low single-digit range for CY24," and smartphone: "Mobile: Smartphone unit volumes in CY24 remain on track to grow in the low-to-mid single-digit percentage range." We do believe the inventory correction cycle for both markets i ...

文章核心观点 - 公司预计将在第三季度业绩报告中实现强劲增长,主要由于存储器价格上涨带来的销售额和毛利率的大幅提升 [30][31][32] - 公司在高带宽存储器(HBM)市场的地位不断提升,正在积极扩大产能以满足旺盛的需求 [26][27][28][29] - 存储器行业整体正处于上升周期,价格上涨推动公司业绩持续向好 [11][12][15] 行业概况 - 存储器行业供需动态决定价格走势,当需求旺盛时价格上涨,反之则价格下跌 [11][12] - 2023年上半年存储器价格经历了一轮下跌,但下半年开始出现反弹 [13][14][15] - 存储器厂商正在调整产能以满足HBM等新兴应用的需求,这将推动非HBM产品价格上涨 [14][15] HBM市场动态 - 公司在HBM市场份额不断提升,但仍落后于三星和SK海力士 [17][29] - 三星和SK海力士在HBM技术上存在一定优势,但公司正在加大投入以追赶 [19][20][21][22] - HBM价格近年来大幅上涨,未来几年仍有进一步上涨空间 [23][24][25][26]

hapabapa | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------|--------|---------|-------|--------|---------|-------|---------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | 24611 | 37,539 | 3.752 | | 4.010 | | 5,824 | | | | | 14,113 | (1,196) | | | (GCS) | | (366 | | 1,163 | | | | Adjusted Operating Inc. | | | | 13.514 | | | (1,208) | | | | | | | | | | | | | | | | | | | Adjustod EBITDA | | | | | | | | | | | | | Net ...

"For close to a century, Hudbay has been mining critical metals the world needs and creating value for our stakeholders – employees, community members, customers, consumers and investors – that extends far beyond investment returns," said Peter Kukielski, Hudbay's President and Chief Executive Officer. "In 2023, we made significant advances concerning organization-wide priorities, including purpose, culture and sustainability. We also enhanced our operating platform with the recent completion of brownfield ...

TORONTO, June 12, 2024 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "Company") (TSX, NYSE: HBM) today announced the release of its integrated annual and sustainability report ("Integrated Annual Report") which provides transparency and progress on key business accomplishments and sustainability initiatives in 2023 along with goals for the upcoming year and longer term. Hudbay's purpose statement serves as the cornerstone for the company's commitment to sustainability: "We care about our people, ...

TUCSON, Ariz., June 6, 2024 /PRNewswire/ -- Copper World, Inc. jointly announces the signing and acceptance of a Letter of Intent with several unions, including The International Brotherhood of Boilermakers, Iron Ship Builders, Forgers and Helpers Local 627; The Laborers International Union of North America Local 1184; and The United Brotherhood of Carpenters and Joiners of America Local 1912. The letter outlines the intention to enter into a mutually acceptable Project Labor Agreement for the construction ...

The Offering was completed pursuant to an underwriting agreement dated May 22, 2024 entered into between the Company and a syndicate of underwriters led by RBC Capital Markets and BMO Capital Markets, as Joint Bookrunners, and CIBC Capital Markets, National Bank Financial, Scotiabank and TD Securities as co-lead managers, and including Barclays Capital, Canaccord Genuity, Bank of America Merrill Lynch, Cormark Securities, ING Bank, Haywood Securities, Raymond James, Stifel Nicolaus, Eight Capital, and Parad ...