1月23日,芯片巨头美光科技(MU)股价盘中出现大跌,最高下跌5.02%,引发市场广泛关注。
分析人士指出,导致美光科技股价大跌的主要原因是,当天其韩国主要竞争对手SK海力士发布预警,警告称商品内存芯片的需求将进一步大幅下降。
虽然SK海力士同时表示,其用于生成式人工智能芯片组的高端半导体今年的销售额将增长一倍以上,但作为内存芯片主要供应商的美光科技,显然受到了来自低端内存芯片需求不佳的负面影响。
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