Micron's $7 Billion Bet on AI-Driven Memory In Singapore Facility Set to Boost Innovation
Micron's $7 Billion Bet on AI-Driven Memory In Singapore Facility Set to Boost Innovation
Operations for the new facility will begin in 2026, and Micron's total advanced packaging capacity will expand starting in 2027.On Wednesday, $Micron Technology (MU.US)$ broke ground on a new High-Bandwidth Memory (HBM) advanced packaging facility near the company's current facilities in Singapore.
在星期三， $美光科技 (MU.US)$ 在新加坡，公司當前設施附近開工建設一座新的高帶寬內存（HBM）先進封裝工廠。
It marks Singapore's first HBM advanced packaging facility, which will be highly automated through AI-based intelligent solutions and feature greenhouse gas abatement technologies.
這標誌着新加坡首座HBM先進封裝工廠的開工，該工廠將通過基於人工智能的智能解決方案實現高度自動化，並採用溫室氣體減排技術。
Gan Kim Yong, Deputy Prime Minister and Minister for Trade and Industry of Singapore, Png Cheong Boon, Singapore Economic Development Board Chairman, and other officials attended the ceremony.
新加坡國防部長兼貿易與工業部副總理甘金勇、經濟發展局主席彭長文及其他官員出席了奠基儀式。
Operations for the new facility will begin in 2026, and Micron's total advanced packaging capacity will expand starting in 2027.
新設施的運營將於2026年開始，而美光的總先進封裝產能將從2027年起擴展。
Micron CEO Sanjay Mehrotra flagged that as AI adoption across industries increases, the demand for advanced memory and storage solutions will continue to increase robustly.
美光首席執行官桑賈伊·梅赫羅特拉指出，隨着各行業對人工智能的採納增加，對先進內存和存儲解決方案的需求將持續強勁增長。
Micron's HBM advanced packaging investment of ~$7 billion (SG $9.5 billion) through the end of the decade and beyond will initially create around 1,400 jobs.
美光在HBM先進封裝上的投資約爲70億新元（SG $95億），到本世紀末及以後初步將創造大約1,400個就業機會。
Site expansion plans to reach an estimated 3,000 jobs, including functions like packaging development, assembly, and test operations.
場地擴展計劃預計將增加到約3,000個就業崗位，包括包裝開發、組裝和測試等職能。
Micron's future expansion plans in Singapore will also support NAND's long-term manufacturing requirement.
美光在新加坡的未來擴張計劃也將支持NAND的長期製造需求。
$NVIDIA (NVDA.US)$ chief Jensen Huang announced at CES 2025 that Micron's HBM chips will power Nvidia's latest Blackwell architecture. Nvidia also showcased a $3,000 computer, dubbed Project Digits, featuring Micron's DDR5X HBM.
$英偉達 (NVDA.US)$ 首席執行官黃仁勳在2025年國際消費電子展上宣佈，美光的HBm芯片將爲英偉達最新的Blackwell架構提供動力。英偉達還展示了一款價值3000美元的計算機，名爲Project Digits，搭載了美光的DDR5X HBm。
Rosenblatt is one of Rosenblatt's top picks for 2025, backed by HBM dominance and driving AI and memory cycles.
羅森布拉特是羅森布拉特2025年最受歡迎的股票之一，得益於HBM的主導地位以及推動人工智能和內存週期。
Prior reports indicated that SK Hynix will lead the HBM market in 2024, holding over 52% of the market share, followed by Samsung with 42.4% and Micron with over 5%.
之前的報告表明，SK海力士將於2024年主導HBM市場，市場份額超過52%，其次是三星42.4%，美光超過5%。
Nvidia approved Samsung's fifth-gen HBM3E chips for AI processors, while the 12-layer HBM3E chips are awaiting approval. Morgan Stanley expects the HBM market to grow from $4 billion in 2023 to $71 billion in 2027.
英偉達批准三星的第五代HBM3E芯片用於人工智能處理器，而12層HBM3E芯片正在等待批准。摩根士丹利預計，HBM市場將從2023年的40億增長到2027年的710億。
Micron is eying HBM chip production in the U.S. and Malaysia.
美光正考慮在美國和馬來西亞生產HBM芯片。
Micron stock surged 20% in the last 12 months. Investors can gain exposure to the stock through JPMorgan Equity Premium Income ETF (NYSE:JEPI) and First Trust NASDAQ-100-Technology Sector Index Fund (NASDAQ:QTEC).
美光股票在過去12個月上漲了20%。投資者可以通過摩根大通股權優先收入ETF（紐交所：JEPI）和First Trust 納斯達克-100-科技板塊指數基金（納斯達克：QTEC）獲得對該股票的投資。
Price Action: MU stock traded higher by 1.36% to $103.30 premarket at the last check on Wednesday.
價格走勢：MU股票在週三的最後檢查中，預盤上漲了1.36%，至103.30美元。