美光单季108亿美金DRAM业务的狂欢与布局

芯通社12-19

当AI浪潮席卷全球科技产业，存储芯片作为算力基础设施的核心支柱，正迎来历史性的发展机遇。美光科技2026财年第一季度法说会披露的DRAM业务数据，不仅展现了行业龙头的强劲增长势头，更揭示了AI时代存储市场的深层变革逻辑——供需失衡引发的超级周期已然成型，技术领先与产能布局成为决胜未来的关键。美光DRAM业务的季度表现堪称“现象级”：单季营收突破108亿美元，占据总营收的79%，同比激增69%、环比...

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