美股异动 | 美光科技(MU.US)涨逾4% 全球DRAM市场现供应危机

Core Viewpoint - Micron Technology (MU.US) saw a rise of over 4%, reaching $193.67, amid reports that major DRAM manufacturers in South Korea and the U.S. have suspended quotes to enterprise customers for a week, indicating a tightening supply in the DRAM market [1] Industry Summary - It is projected that DRAM prices will increase by over 30% in Q4 of this year, with some product specifications potentially exceeding a 50% increase [1] - Market surveys indicate a supply shortage of 10-15% for DDR4 memory over the next three quarters, exacerbated by bottlenecks in back-end testing capacity [1] - Downstream memory manufacturers such as ADATA and Team Group have also suspended their quotes, reflecting the overall market trend [1] - The chairman of ADATA, Chen Libai, believes that this quarter marks the beginning of a sustained increase in the memory market alongside severe shortages [1]