美股异动丨存储概念股齐涨,美光科技、闪迪涨超5%
Group 1 - Micron Technology announced a $24 billion investment in Singapore over the next decade to build a new NAND flash memory wafer plant, addressing the supply tightness of storage chips driven by artificial intelligence [1] - The global storage chip market is experiencing an increasing supply-demand imbalance, as highlighted by Micron's investment [1] - Memory stocks surged, with Micron and SanDisk rising over 5%, Western Digital up over 2%, and Seagate Technology increasing by 1.6% [1] Group 2 - Industry sources revealed that Samsung Electronics and SK Hynix are negotiating with Apple to significantly raise the prices of LPDDR memory used in iPhones, with Samsung's increase exceeding 80% and SK Hynix approaching 100% [1]