美光高管在行业会议上就下一代高带宽内存芯片的竞争力发表积极表态,缓解了市场对其在HBM4领域落后竞争对手的担忧。这一表态叠加华尔街分析师上调目标价,推动存储芯片板块整体走强。隔夜,美光首席财务官Mark Murphy在会议上表示,公司已开始HBM4芯片的量产和出货。"我们对HBM表现感到非常兴奋,"Murphy说。这一表态直接回应了市场对美光在HBM4竞争中可能落后于SK海力士和三星电子的疑虑。...
Source Link美光高管在行业会议上就下一代高带宽内存芯片的竞争力发表积极表态,缓解了市场对其在HBM4领域落后竞争对手的担忧。这一表态叠加华尔街分析师上调目标价,推动存储芯片板块整体走强。隔夜,美光首席财务官Mark Murphy在会议上表示,公司已开始HBM4芯片的量产和出货。"我们对HBM表现感到非常兴奋,"Murphy说。这一表态直接回应了市场对美光在HBM4竞争中可能落后于SK海力士和三星电子的疑虑。...
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