以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Macronix (2337.TW)
4 atoms · 跨 1 天 · 首见 2026-05-27 · 最近 2026-05-27
三色: 🟦 fact 1 · 🟥 take 3 · stance ▲4/▼0/◆0
来源: 群 4
时态: fresh:4
标签: 好数字:3 · 好观点:1
叙事 (narrative) (1)
- 2026-05-27 ◌ · MLC NAND 供应垄断地位
Macronix is the last supplier standing in a structurally collapsing MLC NAND supply ecosystem
tags: 好观点 · → daily
预测 (forecast) (2)
- 2026-05-27 · MLC 供需缺口预测
The MLC market is entering a multi-year supply deficit with the supply-demand gap expected to reach 36% / 47% / 26% in FY26–28E
tags: 好数字 · → daily
value: qty=FY26-28E 36%/47%/26%
- 2026-05-27 · 营收和 EPS 预测
Revenue is projected to expand from NT$28.9bn in FY25 to NT$305.1bn in FY27E; EPS inflects from -NT$1.77 in FY25 to NT$107.25 in FY27E
tags: 好数字 · → daily
value: qty=FY25 NT$28.9bn → FY27E NT$305.1bn; EPS -NT$1.77 → NT$107.25
事实 (fact) (1)
- 2026-05-27 · eMMC 合同价格涨幅
eMMC contract prices rose 100–200% QoQ in 1Q26
tags: 好数字 · → daily
value: qty=1Q26 环比上涨100–200%
时间轴 (近 20)
- 2026-05-27 ·
narrative · MLC NAND 供应垄断地位 · → daily
- 2026-05-27 ·
forecast · MLC 供需缺口预测 · → daily
- 2026-05-27 ·
fact · eMMC 合同价格涨幅 · → daily
- 2026-05-27 ·
forecast · 营收和 EPS 预测 · → daily
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