美光科技的股价在今日盘前大涨5.03%,主要受到人工智能(AI)热潮的推动。
消息表明,微软计划在2025财年投资约800亿美元开发数据中心,用于训练人工智能模型和部署基于AI和云计算的应用。美光作为主要的AI芯片内存供应商,预计将从AI市场持续增长的需求中获益。
同时,美国政府正努力重振国内半导体产业发展。美光获批可用于扩大弗吉尼亚州DRAM工厂的投资计划,这将有助于公司扩大先进内存芯片的产能,满足AI、汽车等产业对高端存储芯片的需求。此外,美国《芯片与科学法案》对美光的爱达荷州和纽约州工厂扩建也将提供支持。
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