1000亿美元！巨头宣布打造全球最先进存储厂！

与非网01-13

近日，全球存储行业巨头美光科技官宣，将于1月16日下午在美国纽约州奥农达加县克莱镇的白松商业园区，正式启动巨型晶圆厂集群的破土动工。此前，项目已经过严格的环境审查和各项许可审批，目前基地筹备和施工前的准备工作都已就绪，随时可以开工。美光科技表示，这个总投资高达1000亿美元的项目，是纽约州史上最大的私人投资项目。未来这里将建成全球最先进的存储半导体制造中心，规划共建四座晶圆厂，重点聚焦DRAM内存...

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The giant announced the creation of the world's most advanced storage factory!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MU":1.97},"content_text":"近日，全球存储行业巨头美光科技官宣，将于1月16日下午在美国纽约州奥农达加县克莱镇的白松商业园区，正式启动巨型晶圆厂集群的破土动工。此前，项目已经过严格的环境审查和各项许可审批，目前基地筹备和施工前的准备工作都已就绪，随时可以开工。美光科技表示，这个总投资高达1000亿美元的项目，是纽约州史上最大的私人投资项目。未来这里将建成全球最先进的存储半导体制造中心，规划共建四座晶圆厂，重点聚焦DRAM内存产能，专门对接人工智能系统越来越大的高端存储需求。值得一提的是，项目能顺利推进，离不开美国《芯片法案》的政策支持，美光也因此拿到了55亿美元的税收优惠。其核心目标是，未来十年把美国制造的高端DRAM产量，提升到全球总量的40%。回顾这个项目的推进过程，美光早在2022年10月就公布了在纽约州建厂的计划，原本打算2024年中期开工。但因为要完成长达上万页的环境评估报告，工期不得不推迟了大概一年半。从环境审批的细节来看，项目会占用纽约州176.44英亩的受监管淡水湿地、193.38英亩的联邦监管湿地，以及6413线性英尺的联邦管辖溪流。为了抵消对生态环境的影响，美光已经和湿地信托机构合作，在奥斯威戈县规划了五个湿地修复补偿项目。施工节奏上，美光计划在3月31日前先把场地里的树木清理干净，之后再依次推进铁路支线建设和湿地平整工作。按照最新规划，纽约州的第一座晶圆厂预计2030年正式投产，三年后再开设第二座。等到2045年第四座工厂全部建成时，整个项目的员工总数将达到9000人，形成稳定的先进存储产能规模。从当前的市场格局来看，这个项目的战略意义很突出。根据Counterpoint Research的数据，2025年第三季度，美光在全球高带宽内存（HBM）市场的营收份额是21%，排在SK海力士（57%）和三星电子（22%）之后；而在包含HBM的整个DRAM市场，美光以26%的份额位居第三，前面是SK海力士（34%）和三星电子（33%）。随着人工智能产业爆发式增长，存储芯片的需求也发生了结构性变化，尤其是AI服务器对DRAM的需求，足足是普通服务器的8倍，HBM作为核心部件，已经成为行业竞争的焦点。为了抢占市场先机，美光已经明确了技术和产能双管齐下的策略：技术上，HBM4产品将于2026年第二季度量产上市，传输速率能突破11Gbps，带宽超过2.8TB/s，功耗比同类竞品低30%，目前已经通过了英伟达等核心客户的验证；产能上，2026财年投入到HBM相关的资金，将提升到总投资的35%，目标是把HBM市场份额提升到20%以上，整个DRAM市场份额提升到40%，届时有望成为全球第一大存储公司。美光首席执行官桑杰·梅赫罗特拉表示：“随着全球经济进入人工智能时代，先进半导体领域的领先地位，将成为创新和经济繁荣的基石，我们的投资和发展，将巩固我们作为美国唯一存储器制造商的地位。”声明：本文仅为信息交流之用，不构成任何投资建议，股市有风险，投资需谨慎。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2603050444","isCrawlerRequest":true}