$美光科技(MU)$_老虎社区_美港股上老虎

$美光科技(MU)$ 相比三星和SK海力士，美光的Fab 空间最不足，所以扩产很积极：1）HBM由于TSV和后端工艺需要更大的Fab空间，但美光的DRAM Fab在全球广泛分布，存在灵活用地和扩张的困难……2）美光计划从1c（1γ ） nm工艺开始应用DRAM EUV，EUV需要更高的洁净室和更大面积…3）由于HBM产能扩大和技术迁移，美光晶圆输入产能在24Q4将达到305K/月，与减产前（22Q3）的最高值的360K/月相比，预计将减少15%

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