$美光科技(MU)$_老虎社区_美港股上老虎

leixie
02-27

$美光科技(MU)$ 这两年内存卖方市场，利润增长的你不敢想象。每次访问AI，后台就会消耗内存。token的爆发式增长需求就是算力、内存、存储三大硬件的同步爆发式增长需求。内存还有常规的消费电子产品需求，端侧部署模型越来越多，也导致端侧内存容量增大需求。

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