<p>作者：Emily Bary</p>
<p>IDC 分析师表示，内存市场可能会打破其历史上剧烈波动的趋势。</p>
<p>美光科技的市值接近 7000 亿美元，此前在周五首次突破 6000 亿美元大关。</p>
<p>美光科技的股票在 IDC 报告发布后继续强劲反弹，该报告指出内存芯片市场可能会打破其历史周期模式。</p>
<p>报告指出，&#34;全球半导体市场正在经历一场巨大的变革，内存领域正处于这一转变的中心。&#34;</p>
<p>IDC 预测，动态随机存取内存的行业收入今年可能几乎增长三倍，达到 4186 亿美元，NAND 收入可能翻倍，达到 1741 亿美元。美光（MU）同时生产 DRAM 和 NAND 产品。</p>
<p>IDC 指出，&#34;超大规模云计算公司正在购买一种根本不同、价格更高的内存类别，并愿意支付溢价以确保供应。&#34;</p>
<p>IDC 半导体制造研究副总裁 Jeff Janukowicz 对这一关键辩论发表了看法。一些投资者担心内存市场经历了剧烈的波动，暗示当前的好时光不会持续。更乐观的人则表示，人工智能从根本上改变了行业的轨迹。</p>
<p>阅读：光学是下一个重大的人工智能瓶颈。这家公司可能是一个被低估的受益者。</p>
<p>Janukowicz 似乎属于后者。他写道，&#34;这一次不同，&#34;人工智能正在推动内存的&#34;前所未有的拐点。&#34;</p>
<p>IDC 指出，以前内存市场更依赖于消费者需求趋势。</p>
<p>美光的股票在周二早盘交易中上涨约 5%，而同行内存和存储提供商西部数据（WDC）和闪迪（SNDK）的股票均上涨超过 3%。</p>
<p>美光还在周二宣布，已开始发货一款 245TB 的固态硬盘，称其为&#34;全球最高容量的商业可用 SSD。&#34;</p>
<p>该公司在发布中指出，&#34;人工智能工作负载正在推动共享数据的巨大增长，继续将数据中心存储份额从 HDD 转向 SSD。&#34;</p>
<p>美光的股票在过去 12 个月中飙升超过 600%。该公司在周五首次成为市值超过 6000 亿美元的公司；现在其盘中市值约为 6900 亿美元。</p>
<p>另见：美光在美国公司排名中上升的速度有多快。</p>
<p>-Emily Bary</p>
<p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
<p>（完）道琼斯新闻通讯</p>
<p>05-05-26 0942ET</p>

美光科技

半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

2 倍做多美光科技 ETF - Direxion

SOXQ

标普半导体 ETF - SPDR

半导体 3 倍做多 - Direxion

DRAM

<p>美光科技的股票在一份积极的 IDC 报告发布后大幅上涨，该报告暗示内存市场可能会摆脱其历史上的繁荣与萧条周期。报告预测，动态随机存取内存和 NAND 领域的收入将显著增长，这主要是由于超大规模数据中心对高端内存产品需求的增加。美光的股票在早盘交易中上涨约 5%，过去一年股价上涨超过 600%，市值接近 7000 亿美元。该公司还宣布推出一款 245TB 的固态硬盘，突显了数据中心向 SSD 转型的趋势</p>

<p>By Emily Bary</p>
<div class="lb-trans"><p>作者：Emily Bary</p>
</div><p>IDC analysts say that the memory market can break from its historical tendency to see dramatic booms and busts</p>
<div class="lb-trans"><p>IDC 分析师表示，内存市场可能会打破其历史上剧烈波动的趋势。</p>
</div><p>Micron is closing in on a $700 billion market capitalization after first crossing the $600 billion mark on Friday.</p>
<div class="lb-trans"><p>美光科技的市值接近 7000 亿美元，此前在周五首次突破 6000 亿美元大关。</p>
</div><p>Micron Technology's stock is extending its strong rally following a report from IDC that indicated the memory-chip market could break from its historical cyclical patterns.</p>
<div class="lb-trans"><p>美光科技的股票在 IDC 报告发布后继续强劲反弹，该报告指出内存芯片市场可能会打破其历史周期模式。</p>
</div><p>&#34;The global semiconductor market is undergoing a seismic transformation,&#34; the report noted, and &#34;the memory segment is at the epicenter of this shift.&#34;</p>
<div class="lb-trans"><p>报告指出，&#34;全球半导体市场正在经历一场巨大的变革，内存领域正处于这一转变的中心。&#34;</p>
</div><p>Industry revenues from dynamic random-access memory could almost triple this year to reach $418.6 billion, IDC predicted. NAND revenues could more than double to $174.1 billion. Micron (MU) makes both DRAM and NAND products.</p>
<div class="lb-trans"><p>IDC 预测，动态随机存取内存的行业收入今年可能几乎增长三倍，达到 4186 亿美元，NAND 收入可能翻倍，达到 1741 亿美元。美光（MU）同时生产 DRAM 和 NAND 产品。</p>
</div><p>&#34;Hyperscalers are buying a fundamentally different, more expensive class of memory and are willing to pay a premium to secure supply,&#34; IDC noted.</p>
<div class="lb-trans"><p>IDC 指出，&#34;超大规模云计算公司正在购买一种根本不同、价格更高的内存类别，并愿意支付溢价以确保供应。&#34;</p>
</div><p>Jeff Janukowicz, IDC's research vice president for semiconductor manufacturing, weighed in on what's been a crucial debate. Some investors are worried that the memory market has undergone dramatic booms and busts, suggesting that the current good times won't last. Those who are more optimistic have said that AI has fundamentally changed the industry's trajectory.</p>
<div class="lb-trans"><p>IDC 半导体制造研究副总裁 Jeff Janukowicz 对这一关键辩论发表了看法。一些投资者担心内存市场经历了剧烈的波动，暗示当前的好时光不会持续。更乐观的人则表示，人工智能从根本上改变了行业的轨迹。</p>
</div><p>Read: Optics is the next big AI bottleneck. This company could be an underrated beneficiary.</p>
<div class="lb-trans"><p>阅读：光学是下一个重大的人工智能瓶颈。这家公司可能是一个被低估的受益者。</p>
</div><p>Janukowicz seems to sit in the latter camp. He wrote that &#34;this time is different,&#34; with AI driving an &#34;unprecedented inflection point&#34; for memory.</p>
<div class="lb-trans"><p>Janukowicz 似乎属于后者。他写道，&#34;这一次不同，&#34;人工智能正在推动内存的&#34;前所未有的拐点。&#34;</p>
</div><p>IDC noted that previously, the memory market was much more dependent on consumer demand trends.</p>
<div class="lb-trans"><p>IDC 指出，以前内存市场更依赖于消费者需求趋势。</p>
</div><p>Micron's stock is up about 5% in morning trading on Tuesday, while shares of fellow memory and storage providers Western Digital (WDC) and Sandisk (SNDK) are each up more than 3%.</p>
<div class="lb-trans"><p>美光的股票在周二早盘交易中上涨约 5%，而同行内存和存储提供商西部数据（WDC）和闪迪（SNDK）的股票均上涨超过 3%。</p>
</div><p>Micron also announced on Tuesday that it has started shipping a 245TB solid-state drive that it called &#34;the world's highest capacity commercially available SSD.&#34;</p>
<div class="lb-trans"><p>美光还在周二宣布，已开始发货一款 245TB 的固态硬盘，称其为&#34;全球最高容量的商业可用 SSD。&#34;</p>
</div><p>&#34;AI workloads are driving massive growth in shared data, continuing the shift of data center storage share from HDDs toward SSDs,&#34; the company noted in its release.</p>
<div class="lb-trans"><p>该公司在发布中指出，&#34;人工智能工作负载正在推动共享数据的巨大增长，继续将数据中心存储份额从 HDD 转向 SSD。&#34;</p>
</div><p>Shares of Micron have soared more than 600% over the past 12 months. The company first became a $600 billion-plus company on Friday; now it has an intraday market capitalization of about $690 billion.</p>
<div class="lb-trans"><p>美光的股票在过去 12 个月中飙升超过 600%。该公司在周五首次成为市值超过 6000 亿美元的公司；现在其盘中市值约为 6900 亿美元。</p>
</div><p>See also: Here's just how quickly Micron has risen up the ranks of the top U.S companies</p>
<div class="lb-trans"><p>另见：美光在美国公司排名中上升的速度有多快。</p>
</div><p>-Emily Bary</p>
<div class="lb-trans"><p>-Emily Bary</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创建，MarketWatch 由道琼斯公司运营。MarketWatch 独立于道琼斯新闻通讯和《华尔街日报》发布。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>05-05-26 0942ET</p>
<div class="lb-trans"><p>05-05-26 0942ET</p>
</div>

Micron's stock soars as new report throws cold water on the bear case: 'This time is different.'

- IDC 分析师指出，内存市场可能摆脱历史周期波动。  
- Micron 市值接近 7000 亿美元，预计 DRAM 收入将接近 4186 亿美元。  
- AI 推动内存市场的重要转型，Micron 股价过去 12 个月上涨超 600%。

Dow Jones

Invesco PHLX Semiconductor ETF

Roundhill Memory ETF

西部数据

闪迪

Western Digital - WI

Sandisk - WI

美光科技的股价飙升，因为一份新的报告对空头的论点泼了冷水：‘这次情况不同。’