Micron is well-positioned under the current US industrial policy. The $52.7 billion CHIPS Act is already benefiting companies with domestic operations. Since Micron is building new plants in Idaho and New York, it may receive a bigger share of subsidies and grants. This reduces long-term capital burden and strengthens Micron's competitive standing against Asian peers who are just beginning their US expansion. Investors may view this favorably, supporting the stock price in anticipation of better margins and ...

Market Overview - On August 7, US stock indices opened higher but the Dow Jones Industrial Average turned negative, down 44.17 points or 0.10% to 44148.95 [2][3] - The Nasdaq Composite rose by 173.95 points or 0.82% to 21343.37, while the S&P 500 increased by 19.19 points or 0.30% to 6364.25 [3] Semiconductor Sector - The semiconductor sector showed strength, with the Philadelphia Semiconductor Index rising over 2% at one point [5] - Notable performers included TSMC, which rose over 5%, AMD also up over 5%, and Micron Technology increasing by over 3% [5][6] - President Trump indicated new tariffs on semiconductors and chips may be announced soon, emphasizing the need for domestic manufacturing [6] Intel - Intel's stock fell over 3% following Trump's comments about the CEO's alleged conflicts of interest, calling for immediate resignation [7][8] Eli Lilly - Eli Lilly's stock dropped over 14%, marking its largest single-day decline since August 2000 [9] - The decline followed the release of disappointing phase three clinical trial data for an oral weight loss drug, which showed a 12.4% average weight loss after 72 weeks, lower than market expectations [11] Honda - Honda's stock fell over 2% after reporting a 50.2% year-on-year decline in net profit for the April to June period, attributed to US government tariff policies [12][14] - The company reported a net profit of 196.6 billion yen (approximately 96 million RMB) during this period [14]

Core Viewpoint - The article discusses the potential imposition of a 100% tariff on chips and semiconductors by the U.S. government, emphasizing the importance of domestic manufacturing and the implications for companies like Apple and Intel [2][4][5]. Group 1: Tariff Implications - President Trump announced that the U.S. will impose approximately 100% tariffs on chips and semiconductors, but companies manufacturing in the U.S. will be exempt from these tariffs [2][4]. - Companies like Apple, which have committed to significant investments in U.S. manufacturing, will not face these tariffs, as Trump indicated that they would be exempt due to their plans to build facilities in the U.S. [4][5]. - The tariffs are intended to hold companies accountable for not fulfilling commitments to manufacture in the U.S., with Trump stating that the tariffs will apply to all semiconductor products entering the U.S. [4][5]. Group 2: Corporate Responses - Apple CEO Tim Cook announced an additional investment of $100 billion in the U.S., bringing Apple's total investment commitment to $600 billion, which is seen as a strategy to avoid tariffs [4]. - Trump expressed confidence that many U.S. chip companies, including Intel, will return to domestic manufacturing, citing a trend of companies coming back due to his policies [5]. - Major semiconductor companies such as Intel, TSMC, Samsung, Texas Instruments, and Micron, which have committed to investing in U.S. facilities, will not be affected by the tariffs on their products manufactured domestically [5].

8月7日，美光科技(MU)开盘上涨5.16%，截至21:30，报114.39美元/股，成交2.21亿美元，总市值 1280.17亿美元。 财务数据显示，截至2025年05月29日，美光科技收入总额260.63亿美元，同比增长50.12%；归母净利润 53.38亿美元，同比增长4997.25%。 大事提醒： 9月24日，美光科技将披露2025财年年报（数据来源于纳斯达克官网，预计披露日期为美国当地时间， 实际披露日期以公司公告为准）。 资料显示，美光科技公司 ("美光科技") 是半导体行业的全球领军企业。通过他们的全球品牌 Micron,Crucial和Ballistix他们广泛的高性能存储器和存储技术组合,包括DRAM,NAND,NOR Flash和3D XPoint存储器,正在改变世界如何利用信息来丰富生活。凭借40年的技术领先地位,他们的内存和存储解 决方案在云数据中心,网络和移动等关键市场领域实现了颠覆性趋势,包括人工智能,机器学习和自动驾驶 汽车。他们的普通股MU在纳斯达克交易所交易。 本文源自：金融界 作者：行情君 ...

每经AI快讯，8月7日，美股半导体股多数走强，台积电涨超7%，美光科技涨超3%，AMD涨超3%，英 伟达涨超2%。英特尔跌近2%，特朗普称英特尔CEO必须立即辞职。 ...

半导体板块拉升，Wolfspeed涨超11%，纳微半导体涨近9%，AMD、安森美半导体、美光科技涨超 3%，英伟达涨超2%，德州仪器、博通涨超1.8%。消息面上，美国总统特朗普宣布将对进口到美国的半 导体芯片"征收100%关税"，但不包含有在美国设厂的企业。(格隆汇) ...

Core Insights - The storage market has experienced significant recovery since 2025, driven by the growth in the server market due to artificial intelligence (AI) and data centers [1] - Companies like Micron, Samsung, SK Hynix, and Jiangbolong have benefited from this trend, achieving rapid business growth [1] - The global storage chip market is projected to grow from $96 billion in 2023 to over $234 billion by 2025, with a compound annual growth rate (CAGR) of 16% from 2023 to 2029 [1][2] Group 1: Market Dynamics - The demand for storage chips has shifted from being a secondary infrastructure component to a critical variable in AI performance due to the explosion of large model training, edge computing, and real-time inference [1][2] - The need for high data throughput and real-time processing in AI applications has led to a surge in demand for high-capacity, high-bandwidth, low-latency, and highly reliable storage solutions [3][4] - Solid-state drives (SSDs) are increasingly replacing traditional hard drives due to their superior read/write speeds, which can be tens of times faster, meeting AI's zero-latency requirements [3] Group 2: Opportunities for Chinese Storage Companies - The rise of AI storage presents new opportunities for Chinese storage companies, as the importance of data is increasing in the AI ecosystem [2][5] - Domestic manufacturers are beginning to see their products applied in data centers, allowing them to quickly identify and resolve issues, thereby improving product quality and performance [5] - The policy incentives for independent innovation are providing a protective environment for domestic companies to enter the market and expand their presence [5][6] Group 3: Challenges and Future Directions - The challenge for domestic storage manufacturers lies in adapting to a diverse ecosystem, as the domestic CPU, operating systems, and server platforms are still in a fragmented state [5][6] - Establishing independent global channels and service systems is essential for breaking the overseas monopoly in the long term [6] - The development path for the storage industry involves technological breakthroughs, commercial implementation, and steady progress in globalization [6]

（小记：为了做这期视频我们翻了非常多的资料，前前后后准备了一个多月的时间。奈何几次诉讼的跨 度横跨了三年多的时间，消息来源我们已经尽可能跟大家确认过了，但不排除依旧存在纰漏。在这里我 们欢迎大家的指正，也欢迎大家在评论区提供更有价值的信息～） 长江存储近日对美光提起第三起诉讼，指控美光资助并推动了针对长江存储的抹黑活动，一开始我们以 为，这事儿的华点可能是，美光作为一个美国企业到底发表了哪些逆天的言论，长江存储又跟它爆发了 怎么样激烈的口水仗？结果稍微了解了一下之后，发现事情并不简单。 ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内容来自 moneyDJ 。 AI需求加持，台湾台积电等全球10大半导体厂设备投资额将3年来首度呈现增长。 日经新闻5日报导，AI需求推动全球半导体投资，在汇整美国、欧洲、南韩、台湾、日本、中国等全球主要10大半导体厂 的设备投资计画后得知，2025年度投资额预估将年增7%至1,350亿美元、将3年来首度呈现增长。就企业别来看，是否拥 有大量AI相关产品、客户成为成败的关键，其中，台湾台积电、南韩SK海力士(SK Hynix)、美国美光(Micron)、中国晶 圆代工龙头中芯国际(SMIC)、日本铠侠(Kioxia)等6家厂商投资额增加，而美国英特尔(Intel)、南韩三星电子的设备投资 低迷。 报导指出，台积电2025年将有9座工厂动工/投产，投资额预估为380亿~420亿美元、年增3成左右；美光将扩大对AI用 「HBM(高频宽记忆体)」的投资、投资额预估将暴增7成至140亿美元左右；HBM龙头厂SK海力士也将增加对南韩工厂的 投资。另外，连6季陷入亏损的英特尔设备投资额将缩减3成，三星电子受记忆体市况低迷影响、抑制南韩国内的投资。 电动车(EV)用功率 ...

Group 1 - The core viewpoint of the article highlights the significant increase in DRAM prices, which have doubled within a month due to expectations that Chinese manufacturers will cease production of DDR4 and shift towards next-generation DDR5 products [2][3] - The wholesale price of DDR4 8Gb reached approximately $4.12, and the 4Gb product price was around $3.14, both of which are double the prices from the previous month [2] - The price surge is attributed to the anticipated reduction in DDR4 production by major manufacturers like Samsung, SK Hynix, and Micron, alongside the shift of Chinese manufacturers towards DDR5, leading to widespread concerns about DDR4 shortages [3] Group 2 - The article notes that the three major DRAM manufacturers are transitioning to DDR5 and AI-related HBM products, which has contributed to the upward price trend since early spring [3] - The expectation of ongoing shortages has prompted buyers to rush to procure DRAM, resulting in negotiations favoring sellers [3] - The article mentions that only a few manufacturers, such as Nanya Technology from Taiwan, remain capable of supplying DDR4, further exacerbating the supply concerns [3]