美光25财年三季度财报:AI驱动存储革新和增长拐点

芝能汽车
Jun 29

芝能智芯出品在AI热潮与高性能计算需求推动下,美光科技迎来了财务与技术的突破。2025财年第三季度,实现创纪录营收93亿美元,同比增长37%,环比增长15%,得益于HBM、高容量DRAM及数据中心SSD的强劲增长。我们将围绕其财报核心展开分析,第一部分聚焦财务表现、产品线收入结构与市场份额变化,第二部分剖析美光在制造布局与前沿技术方面的战略执行。Part 1财务表现与核心产品增长:HBM崛起与...

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