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美股
詳情
本頁面由Tiger Fintech (Singapore) Pte. Ltd.提供服務
美光科技
113.23
-1.1600
-1.01%
盤後:
113.18
-0.0500
-0.04%
16:43 EDT
成交量:
2,201.23萬
成交額:
25.13億
市值:
1,267.19億
市盈率:
20.59
高:
115.92
開:
113.59
低:
112.67
收:
114.39
資料載入中...
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公司
新聞
公告
美光科技漲超2%,成為英偉達SOCAMM內存芯片首家供應商
老虎资讯综合
·
06-17
“每日芯聞”三星、美光陸續停產,DDR4現貨價一天暴漲近8% | 英特爾新一輪裁員啓動
卓乎知芯
·
06-17
能效超三星20%!美光成為英偉達SOCAMM內存芯片首家供應商
快科技
·
06-17
【產業信息速遞】HBM4,變貴了
北京半导体行业...
·
06-17
AI重塑存儲市場,三大原廠競爭白熱化
芯财富
·
06-17
三星芯片,因何落後?
半导体行业观察
·
06-17
美股芯片股普漲:美光科技漲超2% 英偉達漲超1%
格隆汇
·
06-16
美光科技盤中異動 大幅上漲3.00%
市场透视
·
06-16
印度放寬半導體和電子元件製造業經濟特區面積要求,批准美光項目
市场资讯
·
06-16
美光宣佈停產,芯片大漲價!
满天芯
·
06-16
美光搶先三星等成為英偉達SOCAMM內存芯片首家供應商
爱集微
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06-16
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Ofweek维科网
·
06-16
重大投資!芯片巨頭,突傳重磅!
券商中国
·
06-15
美光科技6月13日成交額為20.19億美元
市场透视
·
06-14
DDR4全面停產,市場面臨嚴重缺貨
天天IC
·
06-14
實時市場-伯恩斯坦:去全球化不是威脅,而是交易
路透中文
·
06-13
財報前瞻丨AI+高性能計算助力美光營收持續走高,高層對出貨量保持樂觀
财报Agent
·
06-13
美光HBM4已向主要客户出貨,驅動下一代AI平台落地
爱集微
·
06-13
美光高管確認已向多領域客户發佈 DDR4 / LPDDR4 內存 EOL 通知
市场资讯
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06-13
AMD確認MI350X AI芯片將採用三星/美光HBM3E
爱集微
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06-13
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21:54","pubTimestamp":1750168440,"startTime":"0","endTime":"0","summary":"业界人士视为“第二代高带宽存储器(HBM)”。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/bxjj/2025-06-17/doc-infakyfa8484843.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2544643259","title":"“每日芯聞”三星、美光陸續停產,DDR4現貨價一天暴漲近8% | 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14:44","pubTimestamp":1750142644,"startTime":"0","endTime":"0","summary":"6月17日消息,据媒体报道,英伟达已选定美光科技作为其下一代内存解决方案SOCAMM的首家供应商。英伟达此前委托三星电子、美光等内存制造商开发SOCAMM原型。凭借在低功耗DRAM性能上的优势,美光率先获得英伟达的量产批准,超越了规模更大的竞争对手三星。首批SOCAMM模块基于堆叠式LPDDR5X芯片,由英伟达设计,将应用于其计划于2026年发布的下一代AI加速器平台Rubin。美光宣称其最新LPDDR5X芯片能效比竞争对手高出20%,这是其赢得英伟达订单的关键因素。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617144411a70dae85&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:58","pubTimestamp":1750139883,"startTime":"0","endTime":"0","summary":"业内人士指出,SK海力士、三星电子等企业难以将增加的HBM成本完全转嫁给客户。不过,尽管I/O数量增加,三星电子HBM4核心裸晶的单位晶圆产出量预计将略有上升。尽管单位晶圆芯片数有所改善,三星的HBM4制造成本仍可能高于竞争对手。因此,业界预测HBM4的12层堆叠产品价格将超过600美元。存储厂商选择通过晶圆代工来生产HBM4基础裸晶,是为了满足HBM不断提升的性能需求。未来,基础裸晶的重要性预计将进一步上升。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617140513a4ad9fa1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:49","pubTimestamp":1750139378,"startTime":"0","endTime":"0","summary":"随着固态技术协会发布HBM4标准,三大原厂的技术竞争,将延续至下一世代。美光已率先量产SOCAMM,SK海力士处于样品阶段,由于SOCAMM可能搭载于英伟达下世代云端AI服务器芯片,原厂们都在积极推进。地缘政治风险成为存储产业重大变数。存储产品作为AI运算不可或缺的核心元件,美国政策导向与本地化趋势,将是三大原厂无法回避的重要问题。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617135920a4ad9d78&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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取代。三星的代工业务为客户生产芯片,但也面临着与台湾台积电的竞争压力,后者控制着超过三分之二的代工市场。但他表示,他们尚未收到三星芯片工人的任何投诉。2023年收入大幅下滑后,三星没有向员工发放奖金。三星发言人向restofworld表示,该公司致力于提供“严格遵守当地规章制度的安全工作环境”。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250617094432a70d3923&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:57","pubTimestamp":1750082270,"startTime":"0","endTime":"0","summary":"格隆汇6月16日|费城半导体指数涨超2%,西部数据、高通、英特尔、恩智浦、应用材料、美光科技均涨超2%,英伟达、阿斯麦、台积电涨超1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616215808951ec91e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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大幅上漲3.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2543260550","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543260550?lang=zh_tw&edition=fundamental","pubTime":"2025-06-16 21:48","pubTimestamp":1750081697,"startTime":"0","endTime":"0","summary":"北京时间2025年06月16日21时48分,美光科技股票出现波动,股价快速上涨3.00%。美光科技股票所在的半导体行业中,整体涨幅为1.32%。美光服务于全球客户群,向数据中心、移动电话、消费电子产品以及工业和汽车应用销售芯片。该信息摘要如下:美光科技最新宣布,将在美国芯片制造和研发领域投资约2000亿美元,其中包括1500亿美元的内存制造和500亿美元的研发投资。近日,美光被多家投行上调目标价。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616214818a4ac3ae9&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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公顷,允许建设更小的专门经济特区。修订后的印度经济特区规则同时允许将免费接收和供应的货物价值纳入净外汇计算、允许半导体和电子元件制造部门的经济特区单位在支付关税后向国内关税区供应。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-16/doc-infahekh0877452.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2089985449.USD","GB00BDT5M118.USD","LU2250418816.HKD","LU0157215616.USD","LU0127658192.USD","BK4579","LU2211815571.USD","BK4512","IE00B19Z3B42.SGD","LU0274383776.USD","LU2360106780.USD","MU","159582","BK4543","LU0081259029.USD","LU0719512351.SGD","LU0642271901.SGD","LU0889566641.SGD","LU1366333091.USD","LU0792757196.USD","BK4588","LU2048586759.USD","BK4533","BK4566","LU1316542783.SGD","IE00B19Z3581.USD","BK4575","BK4527","BK4141","BK4585","MNDmain","BK4605","BK4532","IE0002270589.USD","LU2286300806.USD","LU0082616367.USD","LU0056508442.USD","LU1267930813.SGD","BK4553","LU1852331112.SGD","IE00B7SZLL34.SGD","BK4554"],"gpt_icon":1},{"id":"2543444106","title":"美光宣佈停產,芯片大漲價!","url":"https://stock-news.laohu8.com/highlight/detail?id=2543444106","media":"满天芯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543444106?lang=zh_tw&edition=fundamental","pubTime":"2025-06-16 12:25","pubTimestamp":1750047908,"startTime":"0","endTime":"0","summary":"由于三星、美光等原厂锁定DDR5、HBM市场,将陆续停供DDR4,因此推动DRAM出现备货潮,尤其DDR4价格大幅上涨。Sadana表示,近日DDR4/LPDDR4停产通知已交给客户,主要针对PC及数据中心领域。今年2月,有消息称美光、三星和SK海力士可能在今年年底前停止生产DDR3和DDR4内存。存储产品频频涨价原厂停产的消息传出后,引发DRAM市场连锁反应,出现备货潮。据集邦咨询报道,在原厂宣布EOL 后,买方纷纷抢购补充库存,使4月至5月的颗粒现货市场供给紧张,价格大幅上涨。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616122921a70b4e87&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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10:25","pubTimestamp":1750040717,"startTime":"0","endTime":"0","summary":"前言:在最近一个季度,数据中心相关出货量表现出强劲增长,英伟达、博通、AMD、英特尔、美光、SK海力士、美光和三星的年出货量已超过2200亿美元,此数据并不包含电源芯片。英伟达在第一季度数据中心业务表现强劲,收入达到391亿美元,占据其总收入的近90%。在AI扩展网络芯片市场,英伟达再度蝉联冠军,博通、Astera等则是其主要竞争者。Marvell的数据中心业务占据公司总业务的75%左右,属","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250616102526978136c8&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:48","pubTimestamp":1749984501,"startTime":"0","endTime":"0","summary":"芯片行业,再次传出一则重磅消息!有券商表示,持续看好受益先进算力芯片快速发展的HBM产业链,以及以存储为代表的半导体周期复苏主线。另外,当地时间12日,美光科技宣布已向多家主要客户送样其12层堆叠36GB HBM4内存。近日,美光被多家投行上调目标价。Sumit Sadana表示,DDR4将继续“严重缺货”。甬兴证券表示,受益于算力芯片提振HBM需求,相关产业链有望迎来加速成长。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2543652267","title":"美光科技6月13日成交額為20.19億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2543652267","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543652267?lang=zh_tw&edition=fundamental","pubTime":"2025-06-14 11:41","pubTimestamp":1749872514,"startTime":"0","endTime":"0","summary":"美东时间2025年6月13日,美光科技成交额为20.19亿美元,成交额较昨日增加2.25%,当日成交量为1745.30万股。美光科技于2025年6月13日跌0.5%,报115.6美元,该股过去5个交易日涨6.48%,年初至今涨37.54%,过去60日涨13.41%。|近5个交易日成交情况||||#|日期|成交额(美元)|成交额较昨日变化|成交量(股)|#|2025-06-13|20.19亿|2.25%|1745.30万|#|2025-06-12|19.74亿|-21.24%|1707.65万|#|2025-06-11|25.07亿|-3.94%|2161.41万|#|2025-06-10|26.10亿|16.62%|2294.94万|#|2025-06-09|22.38亿|-1.46%|2015.97万|美光是全球最大的半导体公司之一,专注于内存和存储芯片。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250614114155a4a89ea6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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08:45","pubTimestamp":1749861956,"startTime":"0","endTime":"0","summary":"此前市场消息显示,美光科技6月份DDR4内存报价出现大幅跳涨,涨幅高达50%。无论是8Gb还是16Gb规格的DDR4内存,现货价格均表现强劲,市场价格呈现混乱状态。业内人士透露,三星电子已宣布DDR4内存将于年底结束产品生命周期,最终订购日期定于6月上旬。目前各家内存模组厂商几乎已无法获得三星DDR4内存货源。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250614085216a4a86bd3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:41","pubTimestamp":1749822102,"startTime":"0","endTime":"0","summary":"实时市场-伯恩斯坦:去全球化不是威胁,而是交易美国主要股指收红;道指跌幅最大,跌幅大于 1标准普尔 500 指数中金融板块表现最弱;能源和必需品板块上涨欧元 STOXX 600 指数下跌 ~0.9美元跳涨;黄金上涨 >1.5%;原油暴涨 ~8%;比特币下跌美国 10 年期国债收益率升至 ~4.39","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250613:nL4T3SG1AM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1280957306.USD","LU0466842654.USD","LU2125154935.USD","LU2097344357.USD","LU1066051811.HKD","LU0456855351.SGD","SG9999014898.SGD","LU0823434583.USD","LU0868494617.USD","IE00BJJMRY28.SGD","LU1301847155.USD","SG9999014559.SGD","LU0354030438.USD","LU2452424414.USD","LU1803068979.SGD","MACW.SI","LU0109392836.USD","LU0942090050.USD","LU2552382058.USD","SG9999018857.SGD","LU0096364046.USD","IE00BSNM7G36.USD","LU1839511570.USD","LU1989771016.USD","LU2087625088.SGD","LU2462157665.USD","LU0077335932.USD","MU","LU0127658192.USD","LU0889565833.HKD","LU0511384066.AUD","LU0949170772.SGD","LU0353189763.USD","LU1582987324.SGD","IE0004091025.USD","LU1261432733.SGD","LU0820561909.HKD","LU0823434740.USD","IE00B7KXQ091.USD","LU2361044865.SGD","LU2077746001.SGD","HK0000320264.USD","LU0345769631.USD","LU2430703251.USD","BK4550","LU1989764664.SGD","AAPL","IE000YTNTUN2.SGD","LU1914381329.SGD","LU2237443622.USD"],"gpt_icon":1},{"id":"1144461787","title":"財報前瞻丨AI+高性能計算助力美光營收持續走高,高層對出貨量保持樂觀","url":"https://stock-news.laohu8.com/highlight/detail?id=1144461787","media":"财报Agent","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144461787?lang=zh_tw&edition=fundamental","pubTime":"2025-06-13 17:39","pubTimestamp":1749807542,"startTime":"0","endTime":"0","summary":"市场预测 市场普遍预期美光科技在25财年第三季度营收为88亿美元,同比增长29.7%;调整后每股收益为1.58美元,同比增加155%。本季度展望 高性能计算助力美光出货继续走高美光科技判断,针对大型运算负载和高速并发场景的订单规模在本季度仍将持续扩容,这有助于维持存储产品出货的稳定力度。总结 凭借对高强度需求场景的持续把握、美光科技在本季度或可在高性能存储出货量和相关单价上实现双重增益。","market":"hk","thumbnail":"https://static.tigerbbs.com/b04f80a12fc4d4e97e55db19edc41a64","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b04f80a12fc4d4e97e55db19edc41a64"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"财报前瞻丨AI+高性能计算助力美光营收持续扩大,高层对后续出货量保持乐观","news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU"],"gpt_icon":1},{"id":"2543688259","title":"美光HBM4已向主要客户出貨,驅動下一代AI平台落地","url":"https://stock-news.laohu8.com/highlight/detail?id=2543688259","media":"爱集微","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543688259?lang=zh_tw&edition=fundamental","pubTime":"2025-06-13 17:25","pubTimestamp":1749806740,"startTime":"0","endTime":"0","summary":"美光12层堆叠36GB HBM4能效领先业界,实现数据中心和云端AI加速。凭借其成熟的1βDRAM制程、经过验证的12层先进封装技术及功能强大的内存内建自测试功能,美光HBM4为开发下一代AI平台的客户及合作伙伴提供了无缝集成的解决方案。简而言之,HBM4将使AI加速器响应更迅速、推理更高效。凭借HBM4,美光再次巩固了其作为AI创新领域关键推手的地位,并成为客户应对严苛解决方案的可靠合作伙伴。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250613173052951adf34&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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DDR4 / LPDDR4 內存 EOL 通知","url":"https://stock-news.laohu8.com/highlight/detail?id=2543753205","media":"市场资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2543753205?lang=zh_tw&edition=fundamental","pubTime":"2025-06-13 10:51","pubTimestamp":1749783060,"startTime":"0","endTime":"0","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。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/t/2025-06-13/doc-inezwwiq6709804.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0792757196.USD","IE00B7SZLL34.SGD","LU1267930813.SGD","BK4585","IE00B19Z3B42.SGD","LU1316542783.SGD","LU2250418816.HKD","BK4579","MU","LU2211815571.USD","LU1366333091.USD","LU2089985449.USD","LU0082616367.USD","BK4141","GB00BDT5M118.USD","IE0002270589.USD","LU0056508442.USD","BK4554","LU0127658192.USD","LU1852331112.SGD","LU2360106780.USD","BK4605","BK4566","LU0719512351.SGD","LU2286300806.USD","BK4553","BK4575","LU0157215616.USD","BK4588","IE00B19Z3581.USD","LU2048586759.USD","BK4533","BK4527","LU0081259029.USD","LU0642271901.SGD","LU0889566641.SGD","BK4512","LU0274383776.USD","BK4532","BK4543"],"gpt_icon":0},{"id":"2543757351","title":"AMD確認MI350X 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