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  1. Sep 30, 2026๋งˆ์ดํฌ๋ก  Q&A ์„ธ์…˜ ํ˜„๊ธˆ ๋ฐ ์ž์‚ฌ์ฃผ๋งค์ž… 3Q FCF๋Š” $33.2B, 4Q์—๋Š” ์ด๋ณด๋‹ค ์œ ์˜๋ฏธํ•˜๊ฒŒ ๋†’์•„์งˆ ๊ฒƒ. ์ž์‚ฌ์ฃผ๋งค์ž… ๊ธฐ์กด $2.2B ์Šน์ธ ๋„˜์–ด ์ถ”๊ฐ€ ์š”์ฒญํ•  ์ถ”โ€ฆ
  2. Sep 30, 2026๋งˆ์ดํฌ๋ก  CAPEX ๊ณ„ํš - 1Q27 CAPEX $11.5B (est. $11.13B) - 1H27 CAPEX $25B (est. $23.2B) - 2027 CAโ€ฆ
  3. Sep 30, 2026ํŠธ๋ Œ๋“œํฌ์Šค ๋ฉ”๋ชจ๋ฆฌ 4Q26 ์ƒ์Šน๋ฅ  ์ „๋ง ๋ณ€ํ™” 2026๋…„ 7์›” TrendForce 4Q26 ์ „๋ง Conventional DRAM: +3~8% QoQ NAND Flaโ€ฆ
  4. Sep 30, 2026* ๋งˆ์ดํฌ๋ก  ์ปจ์ฝœ ์ค‘ (SCA ๊ด€๋ จ) ํ˜„์žฌ๊นŒ์ง€ 26๊ฑด์˜ SCA๋ฅผ ์ฒด๊ฒฐํ–ˆ์œผ๋ฉฐ, ์ด ๊ณ„์•ฝ์„ ํ†ตํ•ด 2030๋…„๊นŒ์ง€ ๋งค์ถœ์˜ 35% ์ด์ƒ์„ ์ฐฝ์ถœํ•  ์ˆ˜ ์žˆ์„ ๊ฒƒ์œผ๋กœ ์ถ”์ •ํ•˜๊ณ โ€ฆ
  5. Sep 30, 2026๋งˆ์ดํฌ๋ก  RPO(์ž”์—ฌ๊ณ„์•ฝ์•ก) 50% ์ฆ๊ฐ€ 2Q $100B โ†’ 3Q $150B ์žฅ๊ธฐ๊ณ„์•ฝ(SCA)์ด ๊ธฐ์กด 16๊ฐœ์—์„œ 26๊ฐœ ๋Š˜์–ด๋‚˜๊ณ , ์ผ๋ถ€ SCA๊ฐ€ 2031๋…„๊นŒ์ง€ 1โ€ฆ
  6. Sep 30, 2026Post #27072
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