美光科技（Micro_老虎社区_美港股上老虎

美光科技（Micron Technology）是美国唯一 DRAM/HBM/NAND 全栈供应商，全球第三大 DRAM 供应商、第三大 NAND 供应商，是美国唯一能与韩系竞争的高端存储厂。也AI 时代市场份额快速上升的黑马，高端 HBM 技术快速追赶三星/海力士。

存储涨价潮！闪迪、美光牛市还在吗？

据报道，三星电子自本月12日起全球率先实现HBM4的量产，目前正以比上一代HBM3E高出20%至30%的价格进行谈判，在HBM、通用型DRAM和NAND闪存价格全面走高的背景下，预计三星电子和SK海力士将在今年第一季度打破此前的季度营业利润纪录。【存储涨价潮愈演愈烈，大家觉得牛市是否还在？现在你对闪迪、美光有何看法？】

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