美光高管确认已向多领域客户发布 DDR4 / LPDDR4 内存 EOL 通知

市场资讯

06-13

　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！

IT之家 6 月 13 日消息，美光执行副总裁兼首席商务官 Sumit Sadana 在接受台媒《电子时报》 (DIGITIMES) 专访时表示，该企业已向 PC 及数据中心等领域客户发布 DDR4 / LPDDR4 内存 EOL 停产通知，预计明年一季度后消费性、PC 及数据中心用 DDR4 将缩产或减产。

美光未来仍将向车用、工业、网通三大领域长期客户持续供应 DDR4 / LPDDR4 内存，以满足这部分客户对品质和稳定供应的需求。Sumit Sadana 认为 DDR4 严重缺货的现状将得到延续。

Sumit Sadana 表示，存储器的毛利率和定价尚未达到半导体行业的普遍水平；美光下部将针对获利较低的细分市场（如移动设备）提高定价能力，确保能增加利润。

海量资讯、精准解读，尽在新浪财经APP

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

1
2
3
4
5
6
7
8
9
10

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2543753205"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2543753205\",edition:\"fundamental\",,,undefined,":{"share":"https://ttm.financial/m/news/2543753205?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-06-13 10:51","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2543753205","market":"fut","top_or_hot":-1,"title":"美光高管确认已向多领域客户发布 DDR4 / LPDDR4 内存 EOL 通知","media":"市场资讯","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">IT之家 6 月 13 日消息，<a href=\"https://laohu8.com/S/MU\">美光</a>执行副总裁兼首席商务官 Sumit Sadana 在接受台媒《电子时报》 (DIGITIMES) 专访时表示，该企业已向 PC 及数据中心等领域客户发布 DDR4 / LPDDR4 内存 EOL 停产通知，预计明年一季度后消费性、PC 及数据中心用 DDR4 将缩产或减产。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/96b5-6cbb676fcc51dcc569b56787a00c8aab.jpg\"/><span></span></div><p cms-style=\"font-L\">美光<a href=\"https://laohu8.com/S/600532\">未来</a>仍将向车用、工业、网通三大领域长期客户持续供应 DDR4 / LPDDR4 内存，以满足这部分客户对品质和稳定供应的需求。Sumit Sadana 认为 DDR4 严重缺货的现状将得到延续。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/e47b-e86bf1f52f7d36fbc787b72c2124e09a.jpg\"/><span></span></div><p cms-style=\"font-L\">Sumit Sadana 表示，存储器的毛利率和定价尚未达到半导体行业的普遍水平；<font cms-style=\"font-L strong-Bold\">美光下部将针对获利较低的细分市场（如移动设备）提高定价能力</font>，确保能增加利润。</p><div><img src=\"http://n.sinaimg.cn/spider20250613/256/w660h396/20250613/8322-a467900e83f34899b41237a3e3334148.jpg\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光高管确认已向多领域客户发布 DDR4 / LPDDR4 内存 EOL 通知</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美光高管确认已向多领域客户发布 DDR4 / LPDDR4 内存 EOL 通知\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-13 10:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ IT之家 6 月 13 日消息，美光执行副总裁兼首席商务官 Sumit Sadana 在接受台媒《电子时报》 (DIGITIMES) 专访时表示，该企业已向 PC 及数据中心等领域客户发布 DDR4 / LPDDR4 内存 EOL 停产通知，预计明年一季度后消费性、PC 及数据中心用 DDR4 将缩产或减产。美光未来仍将向...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GB00BDT5M118.USD","symbol_name":"天利环球扩展Alpha基金A Acc","start_time":0,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml","article_id":"2543753205","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2543753205","pubTimestamp":1749783060,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"IT之家 6 月 13 日消息，美光执行副总裁兼首席商务官 Sumit Sadana 在接受台媒《电子时报》  专访时表示，该企业已向 PC 及数据中心等领域客户发布 DDR4 / LPDDR4 内存 EOL 停产通知，预计明年一季度后消费性、PC 及数据中心用 DDR4 将缩产或减产。美光未来仍将向车用、工业、网通三大领域长期客户持续供应 DDR4 / LPDDR4 内存，以满足这部分客户对品质和稳定供应的需求。Sumit Sadana 认为 DDR4 严重缺货的现状将得到延续。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4605":"半导体精选","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0056508442.USD":"贝莱德世界科技基金A2","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","MU":"美光科技","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4554":"元宇宙及AR概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4532":"文艺复兴科技持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","BK4543":"AI","BK4553":"喜马拉雅资本持仓","BK4527":"明星科技股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4141":"半导体产品","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","BK4566":"资本集团"},"translate_title":"Micron executives confirm that DDR4/LPDDR4 memory EOL notifications have been issued to customers in multiple domains","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ IT之家 6 月 13 日消息，美光执行副总裁兼首席商务官 Sumit Sadana 在接受台媒《电子时报》 (DIGITIMES) 专访时表示，该企业已向 PC 及数据中心等领域客户发布 DDR4 / LPDDR4 内存 EOL 停产通知，预计明年一季度后消费性、PC 及数据中心用 DDR4 将缩产或减产。美光未来仍将向车用、工业、网通三大领域长期客户持续供应 DDR4 / LPDDR4 内存，以满足这部分客户对品质和稳定供应的需求。Sumit Sadana 认为 DDR4 严重缺货的现状将得到延续。Sumit Sadana 表示，存储器的毛利率和定价尚未达到半导体行业的普遍水平；美光下部将针对获利较低的细分市场（如移动设备）提高定价能力，确保能增加利润。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"code":"91000000","status":"200"}}}