美光科技(MU.US)涨近4% 全球三大存储芯片巨头联手“限售”严防下游囤货

Core Viewpoint - Micron Technology (MU.US) shares rose nearly 4% to $452.89, reaching a new all-time high, as major memory chip manufacturers take unprecedented measures to curb customer stockpiling behavior amid ongoing supply constraints [1] Group 1: Industry Actions - The three major memory chip manufacturers, Samsung Electronics, SK Hynix, and Micron, have begun to tighten order requirements and demand disclosure of end-user and order volume information from customers to ensure the authenticity of demand and prevent excessive stockpiling [1] - The inventory levels of these memory giants have dropped to historical lows, with SK Hynix's DRAM inventory significantly decreasing year-over-year in Q4, and Samsung's DRAM inventory reduced to approximately six weeks of supply, which is about half of the normal 10-12 weeks level [1] Group 2: Market Conditions - The tightening of order requirements and stricter monitoring of customer purchasing behavior by the three companies highlight the severe imbalance between supply and demand in the current memory chip market [1]