Micron 9650 SSD: The world's first PCIe Gen6 data center SSD News highlights: BOISE, Idaho, July 29, 2025 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU), develops innovative memory and storage solutions to address the data needs of the AI-driven data center with superior performance, capacity and energy efficiency. Today Micron extends its industry leadership in storage with the launch of three new data center SSDs all built with Micron G9 NAND. This expansion of Micron's storage portfolio include ...

Group 1 - The semiconductor industry has experienced a significant shift in sentiment over the past three months, moving from a state of fear to one of optimism, driven by increasing demand for AI spending [1] Group 2 - The focus of equity research includes key sectors such as semiconductors, artificial intelligence, and cloud software, indicating a growth-oriented investment strategy [2] - The research also encompasses other sectors like MedTech, Defense Tech, and Renewable Energy, showcasing a diverse investment approach [2]

Core Insights - Tigermed has completed the acquisition of Micron, a Japan-based Contract Research Organization (CRO) specializing in medical imaging and clinical trial services [1][4] - Micron, founded in 2005, has over 160 employees and has supported the successful approval of over 40 drugs, establishing itself as a leader in imaging biomarkers and AI-powered imaging support [2][3] - The integration of Micron into Tigermed's global network is expected to enhance Tigermed's capabilities in medical imaging across Japan and the Asia-Pacific region [4][5] Company Overview - Tigermed is a leading global provider of integrated research and development solutions for the biopharmaceutical and medical device industry, collaborating with over 3,600 customers and operating in more than 180 locations worldwide [7] - Micron provides a range of clinical development services centered around medical imaging, including monitoring, quality control, and centralized imaging review, and supports foreign medtech and biotech companies conducting clinical trials in Japan [6] Strategic Implications - The acquisition is anticipated to leverage Micron's expertise and technology to enhance Tigermed's competitiveness in medical imaging and clinical services, contributing to global medical research and development [5][4] - Micron's established reputation and experience in the medical imaging sector will provide Tigermed with a stronger platform for expansion and innovation in the healthcare industry [5][3]

Core Insights - Micron Technology's NAND revenues increased by 16% quarter over quarter to $2.2 billion in Q3 FY25, driven by a mid-20% rise in bit shipments due to strong demand for SSDs in client and data center markets [1][10] - The company achieved record market share in client SSDs and maintained record market share in data center SSDs for three consecutive quarters, reflecting its competitive advantage [2] - Micron launched new SSDs based on G9 QLC NAND, which offer up to four times the performance of typical QLC SSDs, expected to benefit from the growing adoption of AI in PCs [3] - Management anticipates NAND bit supply growth to remain below industry demand growth in 2025, potentially leading to increased prices and margin expansion [4] - The Zacks Consensus Estimate projects fiscal 2025 NAND revenues at $8.52 billion, indicating a year-over-year growth of 17.9%, with total revenues expected to grow 46.5% to $36.79 billion [5] Competitive Landscape - Micron competes with Western Digital in the NAND market, where Western Digital has a diversified portfolio including HDDs and NAND-based SSDs [6] - Seagate is a significant player in the HDD market and is expanding its presence in the SSD market through partnerships and portfolio expansion [7] Financial Performance - Micron's shares have gained 32.2% year to date, outperforming the Zacks Computer - Integrated Systems industry growth of 27.5% [8] - The company trades at a forward price-to-sales ratio of 2.61X, which is lower than the industry average of 3.76X [11] - The Zacks Consensus Estimate for Micron's fiscal 2025 earnings suggests a year-over-year growth of 497.7%, with 2026 earnings expected to grow by 57.9% [14]

特朗普此前曾公开表态称，美国对于半导体关税的税率可能高达25%～100%。并且，新规则不排除以晶圆制 造地（wafer out）作为源产地来加征关税。这也将对台积电、英特尔、三星、美光等晶圆制造厂商，以及英 伟达、苹果、高通、联发科等依赖于圆代工产能的芯片设计厂商带来严重负面影响。 因此，在今年5月下旬，台积电、英特尔、美光和高通等半导体巨头以及美国半导体行业协会（SIA）都向美 国商务部工业和安全局（BIS）提交了意见评论，纷纷敦促美国总统特朗普谨慎对待半导体关税，并警告一旦 施行广泛的关税，可能对美国半导体产业造成严重意外损害。 7月28日消息，美国总统特朗普近日在苏格兰与欧盟执委会主席冯德莱恩（Ursula von der Leyen）敲定关税协 定。与此同时，美国商务部长 霍华德·卢特尼克 (Howard Lutnick) 在场边接受媒体采访时表示，针对芯片产业 发起的"232调查"结果将会在两周内公布。 今年4月14日，美国商务部下属部门工业与安全局（BIS）通过联邦公报官网宣布，根据《1962年贸易扩展 法》第232条款赋予的权力，对进口半导体及半导体制造设备和其衍生产品、进口药品及药用成分发起国 ...

The massive spending on artificial intelligence (AI) infrastructure has supercharged the growth of several companies that build or design chips and deploy them in data centers, and the good part is that such companies are likely to sustain their solid momentum over the next five years.That's because AI infrastructure spending is expected to hit $6.7 trillion by 2030. Nearly half of that amount is expected to be spent on chips and AI data centers. That's why now would be a good time to take a closer look at ...

据业界消息，三星电子、SK海力士、美光均已完成DDR6规格的初期原型开发，正与英特尔、AMD、 英伟达等CPU/GPU厂商共同推进平台验证。根据产业界预估，DDR6将于2027年进入大规模导入期。 (科创板日报) ...

Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]

周四（7月24日）盘中，美股AI概念股集体拉升，谷歌一度涨近4%，博通、AMD一度涨超2%。截至北京时间 晚上10点，AI概念股涨幅有所回落，英伟达、谷歌、美光科技涨超1%，AMD涨0.80%，博通涨0.50%。 特朗普政府发布"AI行动计划" 当地时间7月23日，美国总统特朗普发布"AI行动计划"，并签署了三项以人工智能为重点的行政命令，以推进 该计划的落实。 据悉，"AI行动计划"的关键政策包括： 1.出口美国人工智能。美国商务部和美国国务院将与行业合作，向美国在世界各地的朋友和盟友提供安全 的全栈人工智能出口包，包括硬件、模型、软件、应用程序和标准。 特朗普政府的"AI行动计划"曝光！ 据最新消息，美国总统特朗普当地时间23日在美国华盛顿举行的一场AI峰会上发表讲话，发布"AI行动计划"。 与此同时，特朗普还签署三项与该计划相关的行政令，涉及推动数据中心的快速建设、出口美国人工智能产品 等内容。 当有记者提问："那他（特朗普）是否希望司法部取消与Grok（xAI聊天机器人）的合同？"白宫新闻秘书卡罗 琳·莱维特则回应说："我会就此与他（特朗普）沟通。" 2.促进数据中心的快速建设。加快数据中心和半导体工 ...

Core Insights - The storage industry is experiencing a significant divergence, with leading manufacturers SK Hynix and Micron reporting record earnings driven by the rapid growth of HBM (High Bandwidth Memory) demand due to AI advancements, while the NAND market remains weak due to only normal inventory recovery in consumer markets [1][2][3] HBM Market Dynamics - HBM is becoming the focal point of competition in the storage industry, with SK Hynix surpassing Samsung to become the market leader with a 36.7% share in Q1 2025, ending Samsung's 40-year dominance [2] - HBM's contribution to the overall DRAM market revenue is projected to rise from 6% in 2023 to 38.3% by 2026, with SK Hynix expected to maintain a 50% share in HBM by 2026 [2] - SK Hynix plans to double HBM sales this year and has begun supplying the first HBM4 samples to customers, while Micron also reported a nearly 50% quarter-over-quarter increase in HBM revenue [3][4] Market Expansion and Challenges - There is potential for HBM applications to expand beyond data centers, with mobile giants considering HBM integration, which could significantly increase market space [1][5] - The HBM market may face growth variability in the next two years due to global trade uncertainties, and the pricing of HBM3e is expected to decline in 2026 as supply pressures increase [5][6] NAND Market Performance - The overall NAND market is not performing as well, with companies like Samsung facing challenges due to inventory adjustments and U.S. restrictions on advanced AI chips, leading to lower-than-expected earnings [8] - Micron's strategy focuses on advanced DRAM nodes and the discontinuation of DDR4 products, which is expected to lead to a shortage and price increases for DDR4 in the near term [9][10] Consumer Market Trends - The consumer market is showing signs of slowing growth, with smartphone sales expected to grow at a low single-digit rate, which is critical for the long-term health of the storage market [11]