据报道,美国科技巨头微软计划在2025财年内投资约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人工智能和云计算的应用。在这一背景下,作为主要的人工智能芯片内存供应商之一,美光科技今日盘中股价大涨10.36%,引起市场关注。
人工智能的快速发展和各大科技公司的大规模投资,给半导体行业带来了新的增长动力。专家分析认为,随着人工智能的落地应用不断扩大,对内存芯片等硬件设备的需求将持续强劲上涨。作为这一领域的主要供应商,美光科技必将从中受益。
同时,美国政府正加大力度重振国内半导体产业。美光近期获批可启动对弗吉尼亚州DRAM工厂的投资计划,扩大先进内存芯片的产能,满足人工智能、汽车等领域对高端存储芯片的需求。预计这一举措也将进一步推动公司股价上涨。
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