9月4日，美光科技盘中上涨3.53%，报999.13美元/股，成交额47.77亿美元。消息面上，美光科技计划在年底前将HBM月产能大幅提升至约10万片晶圆，较去年近乎翻倍，以缩小与SK海力士和三星电子的产能差距。
具体来看，美光去年HBM月产量约4万至5万片，年底有望新增约6万片产能。公司正加速量产面向英伟达Vera Rubin架构的HBM4 12层产品，该产品占比预计年底升至50%。此外，美光CEO此前在财报会上透露，HBM4 12层量产爬坡速度约为HBM3E的两倍，HBM4累计出货营收已超10亿美元。当前全球HBM市占率SK海力士50%、三星32%、美光18%，产能扩张有望改善其竞争格局。同日半导体板块整体走强，SK海力士涨3.46%，存储及光通信个股普遍上扬。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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