CNBC 快讯 6月24日 23:45 芯片供应将持续紧张"超2027年"——Micron高管的长期定价权宣言 Chip supply to stay constrained 'beyond 2027,' Micron executives say Demand driven by artificial intelligence will keep conditions tight beyond calendar year 2027, said CEO Sanjay Mehrotra. FG 100 读报告 →
CNBC 快讯 6月25日 09:26 Micron财报超预期引爆存储芯片超级周期:AI内存需求定价确认 Micron stock jumps over 16% in premarket trading after blockbuster earnings The company's revenue more than quadrupled from $9.3 billion a year earlier to $41.46 billion, it reported on Wednesday FG 100 读报告 →
CNBC 快讯 6月25日 19:20 美光科技股价上涨何以成为超大规模云厂商的梦魇 Why Micron Technology's gain could be hyperscalers' pain Margin expansion for memory chip makers equals cost expansion for the sector's customers. FG 100 读报告 →