Micron's AI-Driven Chip Surge Reshapes Semiconductor Power Dynamics
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最新报道：Micron Technology Inc. shares surged over 10% to a record high of $156.26 on Thursday, driven by strong demand for its memory and storage solutions, particularly from data-center customers handling AI workloads. The company reported a near 50% sequential revenue increase in high bandwidth memory (HBM) in its fiscal third quarter, with data-center revenue more than doubling year-over-year. Citi reiterated a buy rating and raised its price target to $175, citing Micron's domestic manufacturing advantage and U.S. government support under the CHIPS Act.
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