美光科技(MU)今日股价盘中大涨5.03%,主要得益于公司即将大规模量产12层堆叠的HBM3E内存产品,展现出技术领先优势。
据悉,美光的12层HBM3E内存产品容量是竞争对手的1.5倍,但功耗却低20%,展现出显著性能优势。公司高级管理层表示,无论三星在HBM业务上的表现如何,美光的目标是在HBM领域取得20%的市占率,与整体DRAM市场份额相当。
分析人士认为,美光此举有力体现了公司在人工智能计算内存方面的技术领先地位。随着HBM产能的提升,美光的财务状况也将得到改善,增强了投资者对于公司长期增长前景的信心。不过,美光面临的竞争对手仍在加大研发力度,行业格局有待进一步观察。
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