声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，美光科技公司取得一项名为"动态分解及线程分配"的专利，授权公告号 CN114691354B，申请日期为2021年12月。 作者：情报员 ...

Company Overview - Seagate Technology (STX) recently shipped 32TB SkyHawk AI, Exos, and IronWolf Pro hard drives globally, with prices ranging from approximately $699.99 to $849.99 per unit, supporting hyperscale workloads [1] - STX's stock was priced at $343.64 on January 23, reflecting a 24% increase year-to-date and a 214% increase over the past 52 weeks [2] - The company has a forward annual dividend of $2.96 per share, yielding roughly 0.91% [2] Financial Performance - STX reported earnings per share (EPS) of around $2.51 for the quarter ending September 2025, surpassing the consensus estimate of $2.11 by 18.96% [7] - The company disclosed typical sales of about $2.63 billion, a 7.6% year-on-year increase, and net income of around $549 million, reflecting a growth of about 12.5% [8] - The upcoming earnings report on January 27 is expected to show current-quarter EPS of $2.59, a 42.3% increase from $1.82 a year ago, with fiscal 2026 EPS projected at $10.46, up 44.1% from $7.26 last year [8] Market Trends - NAND contract prices are expected to rise again in early 2026 due to the growth of AI data and long-term purchasing by hyperscalers, marking a "historic" memory cycle that may last until 2026 [4] - The NAND flash market is projected to reach approximately $72.60 billion by 2030, driven by the rapid adoption of SSDs in various sectors [5] - Demand for memory chips is forecasted to grow by about 41.4% year-on-year, contributing to over $500 billion as AI data centers expand their capacity [6] Analyst Sentiment - Current analyst consensus rates STX shares as a "Strong Buy," with an average price target of approximately $347.36, which is about 0.2% above the current price [9] - The consensus from 21 analysts for SanDisk (SNDK) is a "Moderate Buy," with an average target of $359.06, indicating roughly 28.7% downside from the current price [14] - For Western Digital (WDC), the consensus from 25 analysts is a "Strong Buy," despite the average price target of $216.95 implying about 10.8% downside [18] - Micron Technology (MU) has a "Strong Buy" consensus from 41 analysts, with an average target of $330.46, which is about 16.9% below the current quote [24] Conclusion - The memory chip sector is experiencing significant price increases, with companies like STX, SNDK, WDC, and MU benefiting from strong earnings momentum and tight supply conditions [25]

Key Points Micron stock has soared since September as a shortage of memory chips is driving up prices. The stock still looks cheap at a forward P/E of just 12. It just broke ground on what will be the biggest semiconductor manufacturing facility in the U.S. 10 stocks we like better than Micron Technology › Micron (NASDAQ: MU) has been one of the biggest winners of the artificial intelligence (AI) boom, and it was nearly the top-performing stock on the S&P 500 last year, finishing up 239% as you ca ...

格隆汇1月27日｜瑞穗证券将美光科技目标价从390美元上调至480美元；将CoreWeave目标价从92美元 上调至100美元。 ...

美股存储板块盘前上涨，美光科技涨5%，闪迪、西部数据涨超3%，希捷科技涨2.7%。 美股存储板块盘前上涨，美光科技涨5%，闪迪、西部数据涨超3%，希捷科技涨2.7%。 (本文来自第一财经) (本文来自第一财经) ...

Core Viewpoint - Shenzhen China Micro Semicon, a Chinese chip design firm, announced price increases of 15-50% for products such as microcontroller units and Nor flash, attributing this to the current "severe" supply-demand situation [1] Group 1 - The company is implementing price hikes ranging from 15% to 50% [1] - The price increases affect key products including microcontroller units and Nor flash [1] - The firm cites a "severe" supply-demand imbalance as the reason for the price adjustments [1]

格隆汇1月27日｜美光科技盘前涨幅扩大至5.4%，闪迪涨3.6%，西部数据涨3.5%。 ...

Core Viewpoint - Micron Technology is expanding its manufacturing base in Singapore to meet the increasing demand driven by AI in the global memory markets, committing approximately $24 billion to this initiative [1] Group 1: Company Expansion - Micron Technology is investing around $24 billion in expanding its manufacturing capabilities in Singapore [1] - The expansion is a strategic response to the growing strain in global memory markets due to AI-driven demand [1] Group 2: Industry Context - The global memory markets are experiencing heightened pressure as a result of increased demand from artificial intelligence applications [1]

如果您希望可以时常见面，欢迎标星收藏哦~ 随 着 全 球 人 工 智 能 浪 潮 推 动 资 料 中 心 硬 体 需 求 激 增 ， 美 国 记 忆 体 芯 片 巨 头 美 光 科 技 （ Micron Technology）正式宣布了一项历史性的投资计画，该公司将在新加坡投入高达240 亿美元（约人 民币1670亿元），用于建设一座全新的先进半导体制造工厂，以扩大其NAND 快闪记忆体的生产 能力，从而缓解当前市场面临的「史无前例」的硬体短缺问题。 根据新加坡海峡时报的报导，美光科技此次宣布的新工厂建设项目，代表着其在新加坡发展历程中 的又一重要里程碑。根据规划，这笔高达240 亿元的投资将在未来10 年内分阶段完成。新工厂选 址 位 于 美 光 在 兀 兰 （ Woodlands ） 现 有 的 制 造 园 区 内 ， 预 计 将 新 增 70 万 平 方 英 尺 的 无 尘 室 （cleanroom） 空间。 该计画首阶段预计将于2028 年下半年正式投入运营。随着这项新投资的注入，使得美光科技自 1998 年进驻新加坡以来的总投资额已超过600 亿美元（约新台币1.88兆元）。这一数字不仅彰显 了美光 ...

每经AI快讯，1月27日，美股存储板块盘前走强。美光科技涨4%，闪迪涨超3%，西部数据涨近3%，希 捷科技涨超2%。 ...