金吾财讯 | 美光科技(MU)涨超6%，截至发稿，报399.44美元。消息面上，有市场传闻称，美光表示，新的NAND闪存晶圆厂正按计划推进，预计将于2028年下半年实现首批晶圆出货；HBM4客户出货量也正在按计划于2028年第一季度逐步提升，比原计划提前了一个季度。首席财务官还指出，市场需求远超供应，预计供应紧张的局面将持续到2026年以后。
金吾财讯 | 美光科技(MU)涨超6%，截至发稿，报399.44美元。消息面上，有市场传闻称，美光表示，新的NAND闪存晶圆厂正按计划推进，预计将于2028年下半年实现首批晶圆出货；HBM4客户出货量也正在按计划于2028年第一季度逐步提升，比原计划提前了一个季度。首席财务官还指出，市场需求远超供应，预计供应紧张的局面将持续到2026年以后。
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