美光执行副总裁兼首席财务官Mark Murphy在Wolfe Research会议上透露,公司即将大规模量产12层堆叠的HBM3E内存产品。该产品的容量是竞争对手的1.5倍,功耗却低20%,展现出显著优势。Murphy强调,无论三星电子在HBM业务上的表现如何,美光的目标是在HBM领域取得与整体DRAM相当的市场占比,即20%。随着HBM产能的提升,美光的财务状况也将得到改善。对于NAND闪存业务...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.