12/03/2024, 03:42 PM UTC
HBM需求激增超越供应：为何美光科技是最大受益者HBM Demand Is Surging Past Supply: Why Micron Is The Biggest Beneficiary
1、HBM需求激增，预计从2023年的40亿美元增长到2025年超过250亿美元；2、美光科技2024财年收入同比增长62%，由AI需求驱动；3、行业产能减少和AI需求稳定了周期性市场。1. HBM demand is skyrocketing, projected to grow from $4B in 2023 to over $25B by 2025; 2. Micron's FY2024 revenue rose 62% YoY, driven by AI demand; 3. Reduced industry capacity and AI demand are stabilizing the cyclical market.
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