证券日报网2月6日讯，中微半导在接受调研者提问时表示，公司NOR采取NORD工艺，是面向NOR Flash的高密度存储制造工艺，属于最新工艺。产能属于商业秘密，暂时不便公布。不过，NOR和MCU 的工艺共线，公司可以在MCU和NOR的产能上做一定的调节。公司NOR产品还在量产生产中，尚未形 成销售收入。 ...

February 4, 2026 08:00 PM GMT Greater China Semiconductors | Asia Pacific Old Memory: Upping Pricing Power Again We believe the mainstream memory players are further reducing support for NOR, MLC NAND and DDR4. We update our old memory supply-demand model and raise PTs further. Buy on dips in particular. Key Takeaways The memory supercycle will likely squeeze old memory support further: Shawn Kim has raised PTs on SK Hynix and Samsung (link), citing his expectations for the commodity memory supply to be ful ...

Core Viewpoint - Micron Technology is experiencing significant growth driven by high demand for High Bandwidth Memory (HBM), supported by a strategic $24 billion investment in a new wafer fabrication facility in Singapore, enhancing its production capacity amidst supply constraints [1][3]. Group 1: Company Overview - Micron Technology is a leading player in the semiconductor industry, specializing in memory and storage solutions, including DRAM, NAND, and NOR memory [2][3]. - The company competes with major semiconductor firms such as Samsung and SK Hynix [2]. Group 2: Financial Performance - Micron's stock has surged, with a current price of $410.24, reflecting a 5.44% increase or $21.15 [4]. - The stock has fluctuated between a low of $399.60 and a high of $416.45 today, with the latter being its highest price over the past year [4]. - The stock's price-to-earnings (P/E) ratio is currently 11.7, indicating an attractive valuation and positioning Micron as a strong buying opportunity for 2026 [3]. Group 3: Strategic Developments - The announcement of a new wafer fabrication facility in Singapore, valued at approximately $24 billion, highlights Micron's confidence in addressing ongoing supply constraints in the semiconductor industry [3]. - This strategic investment is expected to enhance Micron's production capacity, allowing the company to capitalize on the high demand and limited supply in the market [3].

2、功率半导：新洁能、捷捷微电、扬杰科技 3、被动元件：顺络电子、三环集团 4、引线框架：康强、新恒汇 1、MCU ：兆易创新、普冉股份、国民技术、中微半导 而近期，亦有多个细分板块纷纷加入涨价行列，其中： ➠被动元件（国巨部分电阻涨幅15-20%） ➠功率（多家公司涨幅10-20%） ➠LED驱动（富满微涨幅10%以上） ➠MCU公司（中微半导MCU和NOR涨幅15-50%） 不少领导关注，#是否电子板块已经进 【国联民生电子】电子板块的全面通胀 领导好，前期我们团队重点推荐了AI驱动下的存储+设备+封测 等通胀板块。 而近期，亦有多个细分板块纷纷加入涨价行列，其中： ➠被动元件（国巨部分电阻涨幅15-20%） ➠功率（多家公司涨幅10-20%） ➠LED驱动（富满微涨幅10%以上） ➠MCU公司（中微半导MCU和NOR涨幅15-50%） 不少领导关注，#是否电子板块已经进入了全面通胀？ 我们在和上市公司，以及多位专家交流之后，综合梳理如下： 1、涨价驱动力？ 不同板块的涨价的驱动力各不相同。 近期部分披露涨价函的赛道，如功率、被动、MCU等。 主要原因是： (1)下游需求拐点，加之渠道库存出清。 (2)封 ...

融券方面，东芯股份1月22日融券偿还1.24万股，融券卖出1500.00股，按当日收盘价计算，卖出金额 18.60万元；融券余量5.51万股，融券余额682.76万元，超过近一年70%分位水平，处于较高位。 资料显示，东芯半导体股份有限公司位于上海市青浦区徐泾镇诸光路1588弄虹桥世界中心L4A-F5，成 立日期2014年11月26日，上市日期2021年12月10日，公司主营业务涉及聚焦中小容量通用型存储芯片的 研发、设计和销售。主营业务收入构成为：NAND57.08%，MCP25.88%，DRAM10.43%，NOR6.15%， 其他(补充)0.25%，技术服务0.21%。 1月22日，东芯股份涨1.38%，成交额29.75亿元。两融数据显示，当日东芯股份获融资买入额3.47亿 元，融资偿还2.75亿元，融资净买入7219.60万元。截至1月22日，东芯股份融资融券余额合计34.66亿 元。 融资方面，东芯股份当日融资买入3.47亿元。当前融资余额34.59亿元，占流通市值的6.31%，融资余额 超过近一年90%分位水平，处于高位。 截至9月30日，东芯股份股东户数5.13万，较上期增加168.45%；人均 ...

Micron Technology (MU) is a leading global provider of memory and storage solutions, specializing in DRAM, NAND, and NOR technologies that power data centers, PCs, smartphones, automotive systems, and industrial applications. The company excels in high-bandwidth memory (HBM) for artificial intelligence (AI) accelerators, advanced nodes for cloud computing, and consumer SSDs under the Crucial brand. Founded in 1978, Micron is headquartered in Boise, Idaho. It operates manufacturing fabs, R&D centers, and ...

Core Insights - Micron Technology, Inc. has signed an exclusive Letter of Intent to acquire Powerchip Semiconductor Manufacturing Corporation's P5 fabrication site in Taiwan for a total cash consideration of US$1.8 billion [1] - The acquisition includes a 300mm fab cleanroom of 300,000 square feet, aimed at addressing the growing global demand for memory solutions [1] - The transaction is expected to close by calendar Q2 2026, with Micron planning to ramp up DRAM production in phases starting in the second half of calendar 2027 [2] Company Strategy - This strategic acquisition complements Micron's current operations in Taiwan and is expected to increase production capacity to better serve customers amid rising demand [2] - The proximity of the Tongluo fab to Micron's Taichung site is anticipated to create operational synergies [2] - The acquisition aligns with Micron's ongoing global expansion plans to meet long-term customer demand [3]

1月7日，东芯股份涨5.05%，截至发稿，报134.99元/股，成交24.67亿元，换手率4.24%，总市值596.99 亿元。 浦银安盛科创板100指数增强A（021284）成立日期2024年9月26日，最新规模378.26万。今年以来收益 4.54%，同类排名1384/5488；近一年收益63.69%，同类排名706/4192；成立以来收益43.57%。 浦银安盛科创板100指数增强A（021284）基金经理为孙晨进、罗雯。 截至发稿，孙晨进累计任职时间10年297天，现任基金资产总规模20.31亿元，任职期间最佳基金回报 70.08%， 任职期间最差基金回报-27.66%。 罗雯累计任职时间7年351天，现任基金资产总规模19.21亿元，任职期间最佳基金回报37.33%， 任职期 间最差基金回报-33.61%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，东芯半导体股份有限公司位于上海市青浦区徐泾镇诸光路1588弄虹桥世界中心L4A ...

Group 1 - The global semiconductor sector is experiencing a strong start to the year, with major storage companies seeing stock price increases of over 10% [1] - In the US market, SanDisk surged nearly 16%, Micron Technology rose over 10%, and ASML increased by over 8%, while TSMC hit a historical high with a rise of over 5% [1] - In the Korean market, Samsung Electronics' stock jumped 7.2% due to the recognition of its HBM4 products by customers [1] Group 2 - Morgan Stanley has raised its 2026 average price expectations for DRAM by 62% and for NAND by 75%, citing a tightening memory market driven by manufacturing constraints and stronger demand [1] - Winbond, a Taiwanese storage manufacturer, announced a 100% price increase for NAND products and a 50% increase for NOR products in Q1 2026 [1] Group 3 - Changxin Technology, as China's first and the world's fourth-largest DRAM manufacturer, is expected to achieve revenues of 55-58 billion yuan in 2025, with a gross margin exceeding 40% in Q4 2025 [2] - The company plans to raise 29.5 billion yuan through its IPO to fund production line upgrades, DRAM technology enhancements, and forward-looking research and development [2] Group 4 - Zhaoyi Innovation holds a 1.88% stake in Changxin Technology, having invested 2.3 billion yuan [3] - Jingzhida offers a full range of DRAM testing equipment, including wafer testers, aging repair equipment, and FT testers [4]

Micron Technology (MU) is a global semiconductor leader specializing in advanced memory and storage solutions, including DRAM, NAND, and NOR used in data centers, smartphones, PCs, automotive, and artificial intelligence (AI) infrastructure. Through its Micron and Crucial brands, the company supplies high‑performance products that power cloud computing, high‑bandwidth AI workloads, edge devices, and embedded systems across a wide range of industries. Micron was founded in 1978 with its headquarters in Bo ...