美光科技（MU）周三盘前股价大涨5.03%，引起市场广泛关注。
据报道，包括三星、美光和SK海力士在内的主要内存芯片制造商正在削减DDR4产量。三星将从4月起停止1y和1z纳米8GB DDR4的生产，美光也已通知客户将停止为服务器提供传统DDR4内存模块，而SK海力士则计划将其DDR4产量份额降至20%。
分析人士认为，这一行业趋势可能对美光科技产生积极影响。DDR4产量的减少可能导致市场供应收紧，进而推高现有DDR4产品的价格。此外，这一举措也可能反映出内存芯片制造商正在为新一代DDR5技术的普及做准备。投资者似乎对这一战略调整持乐观态度，认为这可能有助于改善美光科技的盈利能力，从而推动其股价上涨。
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