7月9日,美股光通信及存储概念股盘中上扬。 康宁涨近8%; 迈威尔科技涨超6%;
消息面上,美光科技计划在2035年前将美国本土投资总额提高至2500亿美元以上,以应对AI时代对高端内存产品的快速增长需求。公司希望通过持续扩产,将美国工厂在其DRAM总产能中的占比提升至40%,进一步强化本土先进存储制造能力。
7月9日,美股光通信及存储概念股盘中上扬。 康宁涨近8%; 迈威尔科技涨超6%;
消息面上,美光科技计划在2035年前将美国本土投资总额提高至2500亿美元以上,以应对AI时代对高端内存产品的快速增长需求。公司希望通过持续扩产,将美国工厂在其DRAM总产能中的占比提升至40%,进一步强化本土先进存储制造能力。
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