{"id":212872,"date":"2026-06-25T09:50:13","date_gmt":"2026-06-25T09:50:13","guid":{"rendered":"https:\/\/www.europesays.com\/ee\/212872\/"},"modified":"2026-06-25T09:50:13","modified_gmt":"2026-06-25T09:50:13","slug":"tehisintellekti-buum-kestab-micron-purustas-prognoosid-aktsia-tousis-17","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ee\/212872\/","title":{"rendered":"Tehisintellekti buum kestab: Micron purustas prognoosid, aktsia t\u00f5usis 17%"},"content":{"rendered":"<p>Microni k\u00e4ive kasvas kolmandas kvartalis 41,5 miljardi dollarini, \u00fcletades selgelt Wall Streeti anal\u00fc\u00fctikute oodatud 35,7 miljardit dollarit. Puhaskasum aktsia kohta ulatus 25,11 dollarini, mis oli samuti k\u00f5rgem anal\u00fc\u00fctikute pakutud 20,49 dollarist.<\/p>\n<p>Samuti t\u00f5stis Micron enda prognoose k\u00e4imasolevaks neljandaks kvartaliks, mis l\u00f5peb augustis. Ettev\u00f5te ootab uue kvartali k\u00e4ibeks ligikaudu 50 miljardit dollarit ning puhaskasum aktsia kohta peaks prognooside kohaselt kerkima 31 dollarini.<\/p>\n<p>Microni majandustulemusi oodati suure huviga, kuna viimastel p\u00e4evadel olid kiibitootjate ja teiste tehnoloogiaettev\u00f5tete aktsiad sattunud m\u00fc\u00fcgisurve alla. Ivestorid kartsid, et tehisintellekti veetav hiiglaslik buum hakkab raugema.<\/p>\n<p>Microni tegevjuht Sanjay Mehrotra t\u00f5des majandustulemusi kommenteerides, et praegu pole \u00fcldse n\u00e4ha, millal suudaks pakkumine n\u00f5udlusele j\u00e4rele j\u00f5uda. Tema s\u00f5nul kestab m\u00e4lukiipide puuduj\u00e4\u00e4k v\u00e4hemalt 2027. aasta l\u00f5puni ning olukord v\u00f5ib hakata leevenema alles 2028. aastal.<\/p>\n<p>Nii Micron kui ka tema peamised konkurendid Samsung ja SK Hynix on tehisintellekti taristu rajamise peamised kasusaajad. Andmekeskuste arendajate massiivsed investeeringud on viinud lakke n\u00f5udluse uue p\u00f5lvkonna suure ribalaiusega m\u00e4lude (HBM) j\u00e4rele, mis on AI-s\u00fcsteemide t\u00f6\u00f6s asendamatud.<\/p>\n<p>Kuna m\u00e4lukiipide tootjad ei suuda tohutu ostuhuviga sammu pidada, on see tekitanud defitsiiti ka arvutite, nutitelefonide ja autode tootmises.<\/p>\n<p>Selleks, et turgu veidi stabiliseerida ning m\u00e4lukiipide turule iseloomulikke ts\u00fcklilisi j\u00e4rske t\u00f5use ja langusi leevendada, on Micron s\u00f5lminud klientidega 16 pikaajalist strateegilist lepingut, mille keskmine kestus on kolm aastat. Anal\u00fc\u00fctikute hinnangul peaksid need lepingud aitama v\u00e4hendada hindade volatiilsust ajal, mil pakkumine \u00fcritab n\u00f5udlusele j\u00e4rele j\u00f5uda.<\/p>\n<p>Kuidas see lugu Sind end tundma pani? Saada <a href=\"https:\/\/arileht.delfi.ee\/a\/120593055\/tehisintellekti-buum-kestab-micron-purustas-prognoosid-aktsia-tousis-17\/kommentaarid\" class=\"article-body-bottom__comment article-body-bottom__comment--write button button--primary button--size-auto\" rel=\"nofollow noopener\" target=\"_blank\"> Kommenteeri <\/a><a href=\"https:\/\/arileht.delfi.ee\/a\/120593055\/tehisintellekti-buum-kestab-micron-purustas-prognoosid-aktsia-tousis-17\/kommentaarid\" class=\"article-body-bottom__comment article-body-bottom__comment--read button button--size-auto\" rel=\"nofollow noopener\" target=\"_blank\"> Loe kommentaare (4)<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Microni k\u00e4ive kasvas kolmandas kvartalis 41,5 miljardi dollarini, \u00fcletades selgelt Wall Streeti anal\u00fc\u00fctikute oodatud 35,7 miljardit dollarit. Puhaskasum&hellip;\n","protected":false},"author":2,"featured_media":212873,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[14],"tags":[131,130,37,33,35,34,36,14016,52113,373],"class_list":["post-212872","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ari","tag-ari","tag-business","tag-ee","tag-eesti","tag-eesti-keel","tag-estonia","tag-estonian","tag-majandustulemused","tag-micron","tag-tehisintellekt"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@ee\/116810130147829253","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/212872","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/comments?post=212872"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/posts\/212872\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media\/212873"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/media?parent=212872"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/categories?post=212872"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ee\/wp-json\/wp\/v2\/tags?post=212872"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}