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 ...

Core Viewpoint - Micron Technology is making significant investments in response to increasing demand for memory chips while being cautious about the potential for oversupply [1] Group 1: Company Actions - Micron Technology is investing heavily to meet the surging demand for memory chips [1] - The company is taking a cautious approach to avoid creating a supply glut in the market [1] Group 2: Industry Context - The memory chip industry is experiencing a surge in demand, prompting companies like Micron to expand their production capabilities [1] - There is a concern within the industry regarding the balance between supply and demand, as overproduction could lead to a market downturn [1]

周二，美光科技宣布将在未来十年向新加坡追加投资240亿美元，用于建设新的NAND闪存晶圆厂，以 应对人工智能驱动的存储芯片供应紧张。 这座新设施将是新加坡首座双层晶圆厂，洁净室面积达70万平方英尺，预计于2028年下半年开始晶圆产 出。该项目将创造约1600个就业岗位。 此举凸显全球存储芯片市场的供需失衡正在加剧。随着AI基础设施建设推动NAND需求激增，美光及其 韩国竞争对手SK海力士和三星电子均将生产重心转向高端AI芯片，导致PC和智能手机制造商面临存储 芯片短缺。 美光此次大规模扩产是其全球产能布局的重要一环。该公司刚刚在纽约州启动1000亿美元的建厂项目， 以缓解其所称的"前所未有的供应紧缩"。 新加坡目前已是美光重要的NAND生产基地之一。2025年初，美光曾宣布在未来数年内向新加坡投资70 亿美元，以扩大制造规模满足训练人工智能所需的先进存储芯片需求。美光长期依赖新加坡和日本作为 其关键生产基地。 新晶圆厂将与此前动工的HBM先进封装工厂协同运作，进一步强化新加坡在全球存储供应链中的关键 地位。美光在新加坡的投资与该国发展从AI到先进芯片制造等尖端产业的战略相契合。新加坡政府已 承诺投资超过10亿 ...

Group 1 - The core viewpoint of the news highlights a significant increase in semiconductor-related indices and stocks, driven by strong market activity and positive developments in the semiconductor sector [1][2] - The Shanghai Stock Exchange's Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index (950125) rose by 4.04%, with notable gains from stocks such as Xingfu Electronics (up 13.78%) and Chipone Microelectronics (up 11.38%) [1] - The China Securities Semiconductor Materials and Equipment Theme Index (931743) also saw a strong increase of 3.00%, with Chipone Microelectronics and Jinhaitong both rising by 11.10% and 10.00% respectively [1] Group 2 - Micron Technology announced the groundbreaking of an advanced wafer manufacturing facility in Singapore, with a planned investment of approximately $24 billion over the next decade, aimed at meeting the growing demand for NAND flash memory driven by AI [1] - According to Zhongyin Securities, the expansion of AI and data is driving the storage sector into a new cycle, with tight supply and demand leading to continuous price increases, particularly for new technologies like HBM [2] - The Sci-Tech Semiconductor ETF (588170) and its linked funds focus on semiconductor equipment and materials, indicating a strong potential for domestic alternatives in the semiconductor industry, benefiting from the AI revolution and ongoing technological advancements [2]