마이크론 테크놀로지의 24일(현지시간) 회계연도 3분기 실적 발표에 관심이 쏠린다. 월가 컨센서스는 EPS 20.76달러, 매출 357억5천만달러로, 회사 가이던스를 상회한다. HBM 수요 증가가 실적 상향의 핵심 동력으로 분석된다.
Semiconductor companies Cerebras and Micron are set to report earnings this week, providing crucial insights into the sector's performance. Cerebras, a recent IPO, faces investor scrutiny after a significant stock drop, while Micron's report is a key test for memory chip stocks, which have seen explosive growth driven by options market activity.
Micron Technology's upcoming quarterly earnings report on June 24th is seen as a crucial test for the sustainability of the semiconductor rally. Analysts anticipate significant year-over-year growth, but the market's high expectations mean that merely meeting earnings targets may not be enough to maintain stock momentum.
This week's market focus includes FedEx's Q4 earnings report, the crucial PCE inflation data, and Micron's earnings, a key player in the AI chip market. Geopolitical developments and oil price drops may influence inflation readings.
SCMP's science reporting highlights include a PLA plan to target US carrier groups from 3,000km, SpaceX's IPO, and images of Nvidia and Apple HQs released by a Chinese firm.
美國記憶體大廠美光（Micron）受惠於AI熱潮，營運表現亮眼，2026會計年度第二季營收大幅成長近2倍，毛利率達74.4%。為滿足市場需求，美光正積極在全球擴張產能，包括美國、日本、新加坡、台灣、印度及馬來西亞等地，並透過簽署長約確保未來獲利穩定性。
Chinese defense scientists have published a step-by-step guide on how to destroy a US carrier group from 3,000km away. The research, led by associate professor Gao Tianyun and published in Tactical Missile Technology, details how to target US Navy ships operating near China.
High Bandwidth Memory (HBM) has become the most critical component for AI hardware expansion, acting as a bottleneck for modern AI accelerators like those from Nvidia. The availability of HBM directly impacts the speed and performance of AI systems.
受惠於AI需求強勁，記憶體類股表現亮眼。南亞科股價突破400元，最高達417.5元；華邦電盤中強勢漲停，達184.5元。兩家公司均創新高價，主要受外資調高目標價及第二季DRAM漲幅預期帶動。
Recent earnings reports have eased AI bubble concerns, with strong demand for AI infrastructure boosting stocks like Datadog, Micron, and Lam Research. Top analysts are recommending these companies, citing robust growth and strategic positioning.
美光（Micron）在苗栗銅鑼廠將於年底前招募約1000名新進員工，苗栗縣政府與勞動部合作舉辦徵才活動，吸引大批求職人潮。
SK Hynix, yapay zeka (AI) çip talebinin patlamasıyla piyasa değerini 1 trilyon doların üzerine çıkardı, böylece trilyon dolar kulübüne girdi.
Memory chipmakers SK Hynix and Micron have both surpassed $1 trillion in market valuation, propelled by surging global demand for advanced chips used in AI data centres. The gains reflect the broader AI-driven rally that has already lifted Nvidia, Samsung, TSMC and major US technology companies above the $1tn mark.
Micron's market value tops $1 trillion as AI demand drives up shares 19%, with UBS tripling its price target to $1,625
Micron hisseleri UBS’in hedef fiyatını 1.625 dolara yükseltmesiyle seans içinde yüzde 19,3’e kadar çıktı ve şirket kısa süreliğine 1 trilyon dolar kulübüne girdi. Gelişme, yapay zeka talebinin GPU’lardan bellek çiplerine kaydığını gösteriyor.
Der S&P 500 erreicht ein Rekordhoch, der Nasdaq 100 übersteigt 30.000 Punkte, getrieben von Hoffnungen auf ein Ende des Nahen-Ost-Konflikts, trotz konträrer Aussagen von US-Präsident Donald Trump.
Micron, Virginia'daki tesisinde 1α DRAM üretimine başlayarak DDR4 arzındaki daralmayı gidermeyi ve yerel üretimi güçlendirmeyi hedefliyor. Yatırım, otomotiv ve savunma gibi sektörlere hizmet verecek.
US government equity stakes in nine companies, including IBM, have boosted quantum stocks. Traders on Kalshi are betting on future government investments in companies like IonQ (32% odds), Anduril Industries (31%), and Micron Technology (28%).
Seagate shares dropped over 8% after CEO Dave Mosley expressed concerns about meeting AI-driven demand. Other memory chip stocks also fell, reflecting investor worries about production capacity and long-term demand capture.
Micronation Liberland awarded Ethereum co-founder Vitalik Buterin its highest state honor, the "First Class Order of Merit of the Star of Liberland," at ETHPrague 2026. Liberland, which aims to be a crypto haven with on-chain governance, previously elected Justin Sun as prime minister.
Market analysis of top 10 watched items including semiconductor and AI stock reversals, Nvidia's China summit, and various company earnings and target adjustments.
Tim Cook and Elon Musk, among other tech CEOS, will accompany the US president on a trip to ChinaDonald Trump is heading to China this week. If his guest list is any clue, he wants to discuss technology with Xi Jinping, though perhaps after the war in Iran.On Monday, news broke that outgoing Apple CEO, Tim Cook, as well as SpaceX and Tesla CEO, Elon Musk, would join the US president. Other guests from the tech sphere include Meta’s recently appointed president, Dina Powell McCormick; Sanjay Mehrotra, CEO of computer memory maker Micron; Chuck Robbins, CEO of longtime telecom giant Cisco; and Cristiano Amon, CEO of semiconductor maker Qualcomm, according to a White House official. Continue reading...
Micron is among the "most hyped stocks on social media" as retail enthusiasm simmers
Nach kleineren Versionen hat Micron die Server-SSD 6600 Ion mit 245 Terabyte vorgestellt. Sie ist nicht die Schnellste, aber ziemlich groß.
