国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 1月12日消息，据外媒报道，美光科技2022年10月份宣布投资最高1000亿美元，在纽约州建设的超级晶圆厂，在经过多年的等待之后，即 将动工建设。 美光科技宣布，计划在纽约州奥农达加县建设的超级晶圆厂，将在1月16日动工，包括美光科技董事长、总裁兼CEO Sanjay Mehrotra在 内的多位高管和美国、纽约及当地的多位官员，将出席当天的动工仪式。 第二步：在公众号里面回复"加群"，按照提示操作即可。 爆料｜投稿｜合作｜社群 从美光科技在官网公布的消息来看，他们即将动工建设的超级晶圆厂，将是纽约州历史上规模最大的私营企业投资，将成为先进存储芯片 的制造基地，有助于满足AI领域日益增长的需求，工厂在全部建成之后，将成为美国最大的半导体工厂，将创造近5万个就业岗位，其中近 9000个是美光的高薪岗位。 不过，从美光科技此前公布的消息来看，他们在这一工厂计划的1000亿美元投资，并不是几年，而是跨越20多年，一期是计划到2029年 投资200亿美元。 此外，美光科技这一工厂的建设，已经晚于他们的预期。 ...

Core Viewpoint - Micron is a leading memory manufacturer facing a significant demand surge in DRAM memory due to the rise of artificial intelligence, which has led to a supply shortage affecting both consumer and data center markets [1][2][3] Group 1: Current Market Situation - The total addressable market (TAM) for data centers is rapidly expanding, with potential market size increasing from 30%-35% to 50%-60%, indicating a substantial demand for memory [2] - Micron's OEM consumer channel constitutes a significant portion of its market share, supplying major PC brands like Dell and Asus, thus maintaining a presence in the consumer market despite the exit from the "Crucial" brand [2][3] - The current supply shortage is not solely a Micron issue but a broader industry challenge, with all manufacturers struggling to meet the heightened demand [3] Group 2: Production Capacity and Challenges - Micron is facing challenges in adjusting production lines to meet varying memory module capacities, which complicates efforts to increase overall DRAM output [5][6] - The company is working to stabilize demand and production to maximize yield, as fluctuations in memory configurations can lead to reduced output [6] - Significant expansions in production capacity will not yield results until 2028 due to the lengthy process of construction and customer certification [7] Group 3: Competitive Landscape - There is increasing speculation about Chinese memory suppliers potentially filling market gaps, with Micron welcoming competition as a means to improve its own offerings [8][9] - The memory industry is experiencing a strong demand driven by AI infrastructure, which is expected to sustain high prices and profitability for manufacturers [10][13] Group 4: Future Outlook - Analysts predict that the demand for NAND flash and DRAM will continue to grow, with capital expenditures from major tech companies expected to rise significantly [14][17] - Despite the current high demand, memory manufacturers are cautious about expanding production capacity due to past experiences with market volatility [17][18]

美光高管表示，尽管进行了巨额投资，但内存短缺问题在2028年之前不会得到改善。 全球最大内存制造商之一美光科技移动与客户端业务部门营销副总裁Christopher Moore在采访中表明， 当前的紧张局面并非厂商主动调整客户结构所致，而是 AI 数据中心需求爆发叠加内存制造复杂度持续 上升，共同推动行业供给边界被迅速拉紧。 在这一背景下，即便行业资本开支维持高位，内存供给的实质性改善仍需要较长时间窗口，相关紧张局 面或将延续至2028年前后。 AI 吞噬DRAM产能，数据中心TAM急剧扩张 当前 DRAM 需求的结构性变化，是理解短缺问题的关键。数据中心与AI相关需求占整个 DRAM 市场 的比重，已从过去的30%–40% 快速抬升至50%甚至60%。在这一背景下，整个行业都面临"产能不够 用"的现实，而非单一厂商的资源分配问题。 Moore表示，这并不是美光一家面临的挑战，而是包括所有主要内存厂商在内的行业性约束。在 AI 数 据中心集中扩建的阶段，任何厂商都难以忽视这一需求变化。他称： "这并非美光公司的问题，而是整个行业的问题。我们和我们的同行或竞争对手都在竭尽全 力地服务这些细分市场，但供应却远远不够 ...

[Table_Main] 行业研究|信息技术|半导体与半导体生产设备 证券研究报告 半导体与半导体生产设 2026 年 01 月 12 日 备行业周报、月报 [Table_Title] 美国政府放松 H200 对华出口，美光在纽约 州兴建多座晶圆厂 ——行业周报 [Table_Summary] 报告要点： 本周（2026.1.5-2026.1.11）市场回顾 1）海外 AI芯片指数本周下跌 1.5%，MPS 和台积电上涨 2.4%和 1.3%， AMD 和 Marvell 下跌 9.1%和 6.9%。2）国内 AI 芯片指数本周上涨 7.8%。寒武纪、澜起科技、翱捷科技、兆易创新、长电科技和通富微 电涨幅均在 10%以上，海光信息、瑞芯微和恒玄科技涨幅在 9.9%、 5.1%和 3.8%。3）英伟达映射指数本周下跌 0.3%，麦格米特上涨 12%， 神宇股份、沃尔核材和兆龙互连涨幅在 5%以上，胜宏科技、景旺电 子、太辰光和江海股份涨幅较小。长芯博创、英维克、沪电股份跌幅 超 4%。4）服务器 ODM 指数本周下跌 3.0%，Gigabyte 和 Wiwynn 跌幅超 5%，Quanta、超微电脑、鸿海精密和 ...

Micron has quickly become one of the hottest AI stocks on the market.Micron (MU +5.53%) has been one of the tech sector's biggest winners recently. While the company's performance has historically been tied to cyclical shifts in the memory chip market, demand connected to artificial intelligence (AI) has pushed the business into a powerful new growth phase that seems to have legs. As of this writing, the stock has surged more than 245% over the last year of trading.NASDAQ : MUMicron TechnologyToday's Change ...

如果您希望可以时常见面，欢迎标星收藏哦~ 随着人工智能（AI） 基础设施建设进入白热化阶段，全球记忆体市场正迎来一场前所未有的供应 短缺周期。尽管市场需求极其旺盛，且PC 与智能型手机制造商正苦于供应不足的情况，但包括美 光（Micron）、三星（Samsung）及SK 海力士（SK Hynix） 等记忆体大厂却罕见地保持极度克 制，拒绝迅速提高产能。这背后隐藏着产业对过去惨痛亏损的深刻记忆，以及对华尔街「谨慎至 上」 策略的追随。 此外，芯片大厂辉达（Nvidia）与AMD 加快了产品更新周期，从过去的两年一次缩短为每年发布 新系统。以辉达最新发布的Rubin GPU 为例，其记忆体频宽几乎是2025 年刚出货的Blackwell 芯 片的三倍，这意味着每台AI 伺服器对DRAM 的需求量正以倍数成长。而这种供应极度吃紧的状 态，让记忆体厂商的财报表现极为亮眼。美光上个月创下了单季销售额与营业利润的历史新高。至 于三星，则是表示其第四季营业利益预计将较2024 年同期成长三倍。 资本市场对这种产能克制给予了高度肯定，这使得在2025 年，记忆体类股成为标普500 指数中表 现最出色的族群，包括美光、希捷（S ...

英伟达的算力决定AI思考的速度，存储则决定AI思考的深度、广度和连续性。 目前，全球HBM市场呈现高度集中的格局，技术门槛将其稳定的量产能力，牢牢锁定在三星（Samsung）、SK海力士（SK hynix）和美光（Micron） 这三家巨头手中。未来三年（2026-2028年），它们的战略布局不仅将决定自身的兴衰，更将深刻影响全球AI产业的演进速度与形态。 2026年的HBM战场，硝烟已起，好戏即将开场。 0 1 HBM3E到HBM4，谁是领跑者 2025年第一季度，全球DRAM市场出现历史性转折：SK海力士以约36%的营收份额首次超越三星电子（34%），美光以25%位居第三。这是自1992年以 来三星首次失去市场第一的位置。这一变化并非简单的周期波动，而是以HBM为核心的产业变革的直接体现。 对SK海力士而言，这次登顶证明其有能力向持续火爆的HBM市场成功供应DRAM产品。 HBM并非全新的存储介质，而是DRAM的颠覆性封装形式。它通过硅通孔（TSV）技术将多个DRAM芯片垂直堆叠，并与AI算力芯片通过中介层紧密封 装，带来两大革命性优势： 1）极高的带宽：可达传统DDR内存的数十倍以上，瞬间吞吐海量数据。 ...

We recently published 10 Stocks Jim Cramer Talked About.  Micron Technology, Inc. (NASDAQ:MU) is one of the stocks on Jim Cramer talked about. Micron Technology, Inc. (NASDAQ:MU) is one of the top-performing stocks in the semiconductor sector. Its shares are up by a whopping 247% over the past year. Micron Technology, Inc. (NASDAQ:MU)’s importance in the chip industry, underscored by the fact that it is one of the few firms capable of providing NVIDIA with the latest memory chips for its GPUs, means that ...

近日，全球存储行业巨头美光科技官宣，将于1月16日下午在美国纽约州奥农达加县克莱镇的白松商业园区，正式启动巨型晶圆厂集群的破土动工。此 前，项目已经过严格的环境审查和各项许可审批，目前基地筹备和施工前的准备工作都已就绪，随时可以开工。 | Investing.com | | Search the website ... | | Find your edge in 2026 with 55% off InvestingPro | Sign In / Fre | | --- | --- | --- | --- | --- | --- | | Markets v | * My Watchlist Charts News Analysis Investing Pro More V | | Technical Brokers Tools Academy | | | | Latest | Most Popular Breaking News Forex Commodities Stock Markets Economic Indicators Economy Cryptocurrency Insider Trading ...

Core Viewpoint - The global semiconductor market is experiencing a significant growth phase driven by AI, with sales reaching a historical high of $75.3 billion in November 2025, marking a month-over-month increase of 3.5% and a year-over-year increase of 29.8% [1][4]. Group 1: Regional Performance - The Asia-Pacific region is the strongest growth driver, with a year-over-year increase of 66.1% and a month-over-month increase of 5%, reflecting full manufacturing capacity and ongoing supply chain restructuring [2][3]. - The Americas market shows a year-over-year increase of 23% and a month-over-month increase of 3%, driven by strong demand for AI computing power and data center investments [1][3]. - The Chinese mainland market maintains steady growth with a year-over-year increase of 22.9% and a month-over-month increase of 3.9% [1][2]. - The European market experiences moderate growth with an 11.1% year-over-year increase and a 1.2% month-over-month increase [2]. - Japan is the only major market showing a decline, with a year-over-year decrease of 8.9% and a month-over-month decrease of 0.1%, attributed to weak demand in consumer electronics and automotive sectors [1][3]. Group 2: Market Dynamics - The growth in semiconductor sales is not driven by a single product line but rather by a synchronized expansion across all major semiconductor categories, indicating a long-term expansion phase centered around AI [1][3]. - Logic chips benefit from increased demand for AI training and inference, while high-bandwidth memory (HBM) faces supply constraints, driving up prices and shipment volumes [3][4]. - The automotive sector is seeing a significant increase in semiconductor usage due to the electrification trend, marking a new growth curve for the industry [9]. Group 3: Future Projections - The World Semiconductor Trade Statistics (WSTS) forecasts global semiconductor sales to reach $975.4 billion by 2026, representing a year-over-year increase of 22.5% [5]. - The long-term growth of the semiconductor industry is driven by five core dynamics: ongoing AI computing arms race, sustained capital expenditure in data centers, structural high margins from HBM supply constraints, recovery in consumer electronics, and the rise of automotive intelligence [5][6][7][8][9]. Group 4: Key Beneficiaries and Challenges - Key beneficiaries include NVIDIA, TSMC, Samsung, SK Hynix, and Broadcom, which are positioned to capitalize on the growing demand for AI and advanced semiconductor technologies [10]. - Companies like Intel and Micron face challenges due to ongoing transitions and slower competitive positioning in the HBM market, while Japanese semiconductor firms struggle with weak end-demand [10].