BUZZ-韩美半导体创历史新高,客户美光吹捧 HBM4 产量

路透中文
Feb 12
BUZZ-韩美半导体创历史新高,客户美光吹捧 HBM4 产量

2月12日 - ** 韩国芯片制造设备制造商韩美半导体042700.KS股价上涨17.9%,创历史新高

** 客户美光科技MU.O周三上涨9.9%,此前首席财务官马克-墨菲(Mark Murphy)表示, (link) HBM4已进入大批量生产并开始出货。

** 据韩联社报道,韩美半导体董事长郭东信(Kwak Dong-shin)告诉记者,他对美光向Nvidia NVDA.O出货HBM4持乐观态度,并已获得大量设备订单

** 据 Counterpoint 报道,美光在 HBM 市场占据 21% 的份额,而 SK Hynix 000660.KS三星电子 005930.KS 分别占据 57% 和 22% 的份额。

** 韩美半导体股价今年迄今上涨 72%

** 截至GMT0115,韩美半导体股价上涨14.7%,三星电子和SK海力士分别上涨3.9%和3.0%;KOSPI大盘上涨1.9%。

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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