本文来自格隆汇专栏:半导体行业观察日前,美国存储厂商美光交出了一份漂亮业绩。财报显示,该公司本季度营收为113.2亿美元,而上一季度为93.0亿美元;全年营收则从251.1亿美元增长至373.8亿美元。当中,美光HBM、高容量DIMM和LP服务器DRAM的总收入达到100亿美元,较2024财年增长了五倍。人工智能对HBM的需求支撑了美光本财年近50%的收入增长,管理层也上调了2025年服务器的增长...
Source Link本文来自格隆汇专栏:半导体行业观察日前,美国存储厂商美光交出了一份漂亮业绩。财报显示,该公司本季度营收为113.2亿美元,而上一季度为93.0亿美元;全年营收则从251.1亿美元增长至373.8亿美元。当中,美光HBM、高容量DIMM和LP服务器DRAM的总收入达到100亿美元,较2024财年增长了五倍。人工智能对HBM的需求支撑了美光本财年近50%的收入增长,管理层也上调了2025年服务器的增长...
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