金吾财讯 | 美光科技（MU）美股早盘股价扬升，最新涨4.3%，报998.7美元，成交额145亿美元。消息面上，据外媒消息，美光目标在今年年底将HBM月产能提升至约10万片晶圆，较去年水平接近翻倍，届时与三星电子、SK海力士（SKHY）的产能差距有望压缩至当前的一半。同时，公司正在加速HBM 412层新品的量产爬坡，匹配英伟达（NVDA）新一代AI加速器的供货需求。AI浪潮之下HBM市场需求持续火热，以英伟达为代表的AI芯片厂商需求旺盛，供给端依旧难以跟上需求增速。目前美光HBM市场份额仅18%，位列行业第三，此番大规模扩产，既是争夺行业地位的关键布局，也是充分承接AI内存红利、兑现营收增长的重要举措。
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