11月10日周一盘前,存储芯片制造商美光科技(MU)股价大涨5.04%,引发市场广泛关注。这一涨幅主要受到以下几个因素的推动:
首先,存储芯片市场供需失衡,价格持续上涨。据报道,存储芯片龙头企业闪迪(SanDisk)近期大幅上调NAND闪存合约价格,涨幅高达50%。这反映出存储市场供应紧张,主要受人工智能数据中心需求持续爆发及晶圆供应严重受限的双重驱动。
其次,美光科技在AI存储领域取得重大进展。公司近期宣布开始交付12-Hi HBM4样品,其带宽超过2.8TB/s,性能和能效均创下新纪录。美光CEO表示,公司计划今年在价值1000亿美元的HBM市场中获得更高市场份额,预计高带宽存储器领域收入将超过80亿美元。
此外,AI巨头对存储芯片需求强劲。英伟达CEO黄仁勋近日表示,公司最新Blackwell芯片需求非常强劲,可能导致"各种不同东西的短缺"。OpenAI更是呼吁美国政府将芯片法案税收抵免扩大至AI数据中心,以支持更先进的AI系统开发。这些都预示着AI领域对高性能存储芯片的需求将持续增长。
综上所述,在AI驱动的存储芯片需求激增和供应紧张的背景下,美光科技作为领先的存储芯片制造商之一,有望从中受益,这也是投资者看好其前景、推动股价上涨的主要原因。
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