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%。 ...

美光科技(MU.US)盘前涨3.63%，报403.2美元。消息面上，在人工智能引发内存芯片短缺的背景下，美 光科技将在未来十年向新加坡追加投资240亿美元，以扩大其制造能力。该公司周二表示，这项新投资 将创造约1600个工作岗位，晶圆产出预计将于2028年下半年开始。新工厂将部署人工智能和自动化。 2025年初，美光科技已宣布在未来几年投资70亿美元，扩大其在新加坡的制造规模，以满足训练人工智 能所需的先进内存芯片需求。(格隆汇) | MU 美光科技 | | | --- | --- | | 389.090 ↓ - 10.560 -2.64% | 收盘价 01/26 16:00 美东 | | 403.200 t 14.110 +3.63% | 盘前价 01/27 04:04 美东 | | 一 2 24 4 5 8 9 同 ♥ 白 | ● 快捷交易 | | 最高价 398.000 | 开盘价 395.500 成交量 2919.39万 | | 最低价 384.300 | 昨收价 399.650 成交额 114.18亿 | | 平均价 391.112 | 市盈率TIM 36.99 总市值 4379.24亿 (1) | ...

Core Viewpoint - Micron Technology, Inc. is positioned to benefit from a sustainable AI-driven memory boom, with significant profit growth expected due to memory bottlenecks in AI systems [1][5]. Group 1: Market Position and Growth Potential - William Blair initiated coverage on Micron with an "Outperform" rating, forecasting a fair value of approximately $450 per share [2]. - The company is expected to experience a multiyear memory upcycle, leading to increased pricing and margins, particularly through high-bandwidth memory (HBM) products [3][5]. - Micron is projected to grow its HBM revenue by 164% in fiscal 2026 and 40% in fiscal 2027, becoming the second-largest player in the HBM market [4]. Group 2: Financial Projections - The anticipated growth in HBM sales is expected to drive a 275% increase in adjusted earnings per share (EPS) over the next two years, with adjusted EPS forecasted to reach $41.77 in fiscal 2027, up from $8.29 in fiscal 2025 [4][5]. - The company is expected to grow non-GAAP EPS by over 275% in the same timeframe, benefiting from higher average selling prices and improved margins [5].

Micron Technology Inc. (NASDAQ:MU) has begun building a state-of-the-art wafer fabrication plant in Singapore, with plans to invest about $24 billion (SG$31 billion) over the next ten years amid strong AI-driven demand for its memory chips.Expanding the NAND Center Of ExcellenceThe new plant, situated within Micron's existing memory chip manufacturing campus in Singapore, will add approximately 700,000 square feet of cleanroom space. Wafer production is slated to begin in the latter half of 2028.The project ...