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，公司当前设施附近开工建设一座新的高带宽内存（HBM）先进封装工厂。
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.
这标志着新加坡首座HBM先进封装工厂的开工，该工厂将通过基于人工智能的智能解决方案实现高度自动化，并采用温室气体减排技术。
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.
新加坡国防部长兼贸易与工业部副总理甘金勇、经济发展局主席彭长文及其他官员出席了奠基仪式。
Operations for the new facility will begin in 2026, and Micron's total advanced packaging capacity will expand starting in 2027.
新设施的运营将于2026年开始，而美光的总先进封装产能将从2027年起扩展。
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.
美光首席执行官桑贾伊·梅赫罗特拉指出，随着各行业对人工智能的采纳增加，对先进内存和存储解决方案的需求将持续强劲增长。
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先进封装上的投资约为70亿新元（SG $95亿），到本世纪末及以后初步将创造大约1,400个就业机会。
Site expansion plans to reach an estimated 3,000 jobs, including functions like packaging development, assembly, and test operations.
场地扩展计划预计将增加到约3,000个就业岗位，包括包装开发、组装和测试等职能。
Micron's future expansion plans in Singapore will also support NAND's long-term manufacturing requirement.
美光在新加坡的未来扩张计划也将支持NAND的长期制造需求。
$NVIDIA (NVDA.US)$ 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.
$英伟达 (NVDA.US)$ 首席执行官黄仁勋在2025年国际消费电子展上宣布，美光的HBm芯片将为英伟达最新的Blackwell架构提供动力。英伟达还展示了一款价值3000美元的计算机，名为Project Digits，搭载了美光的DDR5X HBm。
Rosenblatt is one of Rosenblatt's top picks for 2025, backed by HBM dominance and driving AI and memory cycles.
罗森布拉特是罗森布拉特2025年最受欢迎的股票之一，得益于HBM的主导地位以及推动人工智能和内存周期。
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%.
之前的报告表明，SK海力士将于2024年主导HBM市场，市场份额超过52%，其次是三星42.4%，美光超过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.
英伟达批准三星的第五代HBM3E芯片用于人工智能处理器，而12层HBM3E芯片正在等待批准。摩根士丹利预计，HBM市场将从2023年的40亿增长到2027年的710亿。
Micron is eying HBM chip production in the U.S. and Malaysia.
美光正考虑在美国和马来西亚生产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).
美光股票在过去12个月上涨了20%。投资者可以通过摩根大通股权优先收入ETF（纽交所：JEPI）和First Trust 纳斯达克-100-科技板块指数基金（纳斯达克：QTEC）获得对该股票的投资。
Price Action: MU stock traded higher by 1.36% to $103.30 premarket at the last check on Wednesday.
价格走势：MU股票在周三的最后检查中，预盘上涨了1.36%，至103.30美元。
