Micron Technology

Micron’s Fully Booked Fabs Put the Spotlight Back on September 30

美光科技：罢工阴霾散尽之后，真正的考验落在9月30日财报

Micron’s September 30 Report Card: Can New Leadership Deliver on a $50 Billion Promise?

Brett Shapiro -

美光科技千元关口攻防战：管理层换防撞上台湾劳资暗涌，9月30日财报成试金石

美光科技的”增长悖论”：市占率节节攀升，股价却为何跑输大盘？

Brett Shapiro -

Micron’s Two-Front War: Chinese Rivals Gain Ground While the Fed Looms Over a 673% Rally

美光科技的”双面棋局”：长协锁住千亿营收，台湾劳资火药桶却一触即发

Micron’s Twin Challenges: Building a Workforce in Idaho While Taiwan’s Unions Circulate

美光台湾厂区劳资对峙升级：万人工会酝酿罢工，AI存储巨头遭遇”增长悖论”

美光科技：分析师集体上调140亿美元营收预期，管理层换防暗藏”AI存储基建”野心

Brett Shapiro -

美光科技：2500万美元AI风投基金落地，一场贯穿2028年的”存储稀缺性”豪赌

Micron’s Insider Sales and Soaring Targets: A Memory Giant Caught Between Caution and Conviction

Brett Shapiro -

美光科技：HBM4量产窗口临近，存储市场”半壁江山”格局下的攻守博弈

kashif hafeez -

美光科技：十年百亿研发押注AI存储，产能缺口五成暴露”甜蜜的烦恼”

Micron’s Decade-Long $10 Billion R&D Pledge Comes With a Fresh C-Suite and a Wall Street Reality Check

kashif hafeez -
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