Micron Technology’s biggest skeptic has become its biggest advocate, saying the chipmaker is in the early stages of an AI “memory supercycle” that will drive even more gains for the stock https://t.co/Bggwmq9oQW ...

Even as Analog Devices fell 5.3% during the past day, its peer Micron Technology may be a better choice. Consistently evaluating alternatives is core to a sound investment approach. Micron Technology (MU) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Analog Devices (ADI) stock, suggesting you may be better off investing in MU.SHANGHAI, CHINA - NOVEMBER 05: Micron booth is seen during the 7th China International Import Expo (CIIE) at the Nati ...

算笔账 一批十万的呆料压在库存 每月仓储费➕资金成本至少5k 放半年就亏3万 有料单不知道怎么推广？ 芯片超人已经 累计服务2.1万用户 ，打折清库存，最快半天完成交易！ 找不到，卖不掉，价格还想再好 点 ，都可以来找我们！ 优势物料，特价出售 | 品牌 | 型号 | 数量 | | --- | --- | --- | | GD | GDB4CBQN-MK | 5440PCS | | VISHAY | SFH6186-5 | 5K | | TI | TPSM365R6FRDNR | 10K | | ST | STM32G491RET6 | 10K | | ST | STM32L431KCU6 | 10K | | ST | STA8100GA | 10K 需要2 年内的现货 | | SKYWORKS | SKY13348-374LF | 40K | | BOURNS | SF-0603FP250M-2 | 40K | | Nexperia | PTVS5V5D1BLYL | 30K | 芯片超人现有 1600平米 芯片智能仓储基地，现货库存型号 1000+ ，品牌高达 100种 ， 5000万颗 现 货库存芯片， ...

Market Review - The A-share market experienced fluctuations, initially rising and then significantly declining, with the Shanghai Composite Index breaking through the 3900-point mark before a sharp correction [6][7] - The average daily trading volume for the week was 2.60 trillion yuan, up from 2.19 trillion yuan the previous week [6] Hard Technology - High Bandwidth Memory (HBM) has become a core growth driver for storage manufacturers, with significant investments from original manufacturers [17] - HBM offers advantages over traditional GDDR memory, including higher bandwidth, lower power consumption, and smaller size, making it suitable for AI applications [18][20] - Micron reported Q3 2025 revenue of $11.32 billion, a 46% year-on-year increase, with HBM revenue reaching $2 billion [25][26] Advanced Manufacturing - The rare earth industry chain includes mining, smelting, material preparation, terminal applications, and recycling, with China holding a significant advantage in the smelting and separation stages [27][30] - China's rare earth production capacity has increased significantly, with the country becoming the largest producer of rare earth oxides and metals globally [33][34] - The strategic importance of rare earths is growing, particularly in high-tech applications such as electric vehicles and renewable energy [36] Consumer Insights - The pre-prepared food market in China is projected to reach 546.6 billion yuan in 2024, with expectations to exceed 1.072 trillion yuan by 2026 [37] - The penetration rate of pre-prepared foods in China is only 10%-15%, compared to over 60% in mature markets like the US and Japan, indicating significant growth potential [37] - Consumer acceptance of pre-prepared foods varies by context, with over 50% acceptance in fast-food chains but only 8.8% in high-end restaurants, highlighting concerns over food safety and consumer rights [39]

Micron Technology, Inc. (NASDAQ:MU) is one of the AI Stocks on the Market’s Radar. On October 8, UBS analyst Timothy Arcuri raised the price target on the stock to $225.00 (from $195.00) while maintaining a Buy rating. The firm quoted stronger high-bandwidth memory (HBM) demand projections behind the rating affirmation. UBS increased its HBM industry demand forecast to 17.1 billion gigabytes for 2025 and 27.2 billion gigabytes for 2026. This is up from previous estimates of 16.9 billion and 26.1 billion g ...

Core Viewpoint - The global storage chip market is experiencing a significant upturn driven by AI demand, with major companies like Samsung, Micron, and SK Hynix announcing price increases for DRAM and NAND products, indicating a potential "super cycle" in the industry [1][3][11]. Market Dynamics - Major players in the storage chip industry have collectively raised prices, with DRAM products increasing by 15%-30% and NAND prices up by 5%-10% [1][11]. - The DDR4 memory has seen a cumulative price increase of over 200% in the past six months, reflecting strong market demand [1][12]. - The AI-driven demand is causing a structural shift in the storage market, with predictions that the global storage market could reach $300 billion by 2027 [1][6]. Supply and Demand Changes - The current cycle differs from previous ones as it is primarily driven by enterprise-level AI capital expenditures rather than consumer demand [3][5]. - AI data centers are creating unprecedented demand for storage capacity, with AI servers requiring DRAM capacities that are eight times higher than traditional servers [8][9]. - The demand for high-performance storage is pushing prices up, with HBM prices exceeding $5,000 per unit, significantly higher than traditional DRAM [9][12]. Technological Innovations - The storage industry is undergoing a "three-dimensional revolution," focusing on bandwidth competition in HBM, increased stacking layers in 3D NAND, and the emergence of High Bandwidth Flash (HBF) technology [16][28][31]. - HBM technology is evolving rapidly, with the introduction of HBM4 standards that significantly enhance performance and efficiency [17][18]. - The competition in 3D NAND is centered around increasing the number of stacking layers, which directly impacts storage density and capacity [20][23]. Strategic Shifts - Major companies are shifting their production focus from traditional NAND to high-margin products like HBM and DDR5, leading to a supply-demand imbalance in lower-end products [11][13]. - The strategic pivot towards high-value products is evident as companies like Samsung and SK Hynix prioritize HBM and advanced DRAM production over traditional NAND [25][27]. - The rise of domestic manufacturers in the high-end storage sector is also noted, as they seek to innovate and reduce reliance on foreign technology [19][36]. Market Outlook - Analysts predict a "structural super cycle" in the storage market, driven by AI demand and the need for high-performance storage solutions [32][34]. - The global storage revenue is expected to reach $200 billion by 2025, with AI-related applications being a significant growth driver [34]. - Geopolitical factors and supply chain risks are highlighted as potential uncertainties that could impact the market dynamics and recovery pace [35][36].

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Chipmaker Intel Corp. (NASDAQ:INTC) has been grabbing the spotlight in recent weeks, following the Trump administration’s decision to acquire a stake in the company, alongside recent investments from both Nvidia Corp. (NASDAQ:NVDA) and the SoftBank Group Corp. (OTC:SFTBY). Meanwhile, one of the company’s biggest competitors in the memory space, Micron Technology Inc. (NASDAQ:MU) looks all set to soar, with ...

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容编译自zdnet 。 DDR4（双倍数据速率 4）内存价格曾被视为 DRAM 市场的领先指标，但如今它正在逐渐失去解释 市场趋势的作用。这是因为随着 PC 和服务器市场加速向 DDR5 的升级，全球内存制造商正在减少 DDR4 的产量。因此，近期 DDR4 价格的飙升被解读为供应减少导致的暂时现象，而非市场复苏的 迹象。 据业内人士10日透露，包括三星电子、SK海力士、美光等主要DRAM厂商都在持续削减DDR4产 量。随着服务器和PC市场支持DDR5的产品增多，生产结构也正在围绕DDR5进行重组。 DDR5 的采用正在迅速扩大，尤其是在服务器市场。 占据服务器 CPU 市场 90% 份额的英特尔，在 2023 年发布的第四代至强可扩展处理器 (Sapphire Rapids) 中彻底停止了对 DDR4 的支持。此后发布的所有服务器处理器，包括 Emerald Rapids 和 Granite Rapids，也都只支持 DDR5。AMD 从 Genoa 平台开始也原生支持 DDR5，服务器市场实际 上已经过渡到仅支持 DDR5 的架构。 DDR5 转 ...

Market Overview - The three major U.S. stock indices experienced significant declines, with the Dow Jones falling by 1.9%, the Nasdaq dropping by 3.56%, and the S&P 500 decreasing by 2.71%. The Nasdaq and S&P 500 recorded their largest single-day declines since April [1] Sector Performance - Large-cap technology stocks saw widespread losses, with Broadcom down nearly 6%, Tesla falling over 5%, Amazon decreasing close to 5%, Nvidia dropping over 4%, and Apple, Meta, Microsoft, and Google all declining by more than 2% [1] - The semiconductor and cryptocurrency sectors faced the steepest declines, as evidenced by the Philadelphia Semiconductor Index plummeting by 6.32%. Notable declines included Circle down over 11%, Arm down over 9%, and AMD, Qualcomm, and Coinbase each down over 7% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 6.1%, accumulating a weekly decline of 8.37%. Popular Chinese stocks also suffered, with NIO and Kingsoft Cloud both down over 10%, and Bilibili down over 9%. Other significant declines included Baidu, Alibaba, and Xpeng each down over 8%, and JD.com down over 6% [1]

北京时间10月10日22时56分左右，美股三大指数迅速跳水，截至发稿，跌幅继续扩大，道琼斯指数跌1.02%，标普500指数跌超1%，纳斯达克综合指数跌 超2%。 伦敦金现 ▼ AUUSDO 贵 4021.960 3989.380 卧收 4020.220 4020.220 3946.590 买价 30.840 0.77% 3989.150 4021.080 卖价 开 相关 ETF 2 金 ETF 8.975 -1.45% > 月K 分时 日K 團K 五日 中文 ▲ 最新: 4020.220 30.840 0.773% 4032.170 1.07% 0.00% 3946.590 08:00 07:59 开启您的 T+0黄金账户>> × | | | 纽约金主连 | ▲ | O Q | | --- | --- | --- | --- | --- | | | | GC0W | | | | 4027.7 | 高 口 | 4029.9 振幅 | 1.73% 量 | 23.80万 | | | | 39617 昨年 | 3972 6 结合 37 91万 | | | 55.1 1.39% | 14/1 开 | 3990.1 | ...