概述
Micron Technology 是美国存储芯片公司,主要产品包括 DRAM、NAND Flash、SSD 和面向AI/数据中心的高带宽存储。
业务与产品
美光是全球主要存储芯片供应商之一,存储器周期、AI服务器需求和数据中心建设都会影响其业务表现。
中国相关性
中国曾对美光产品进行网络安全审查并限制关键基础设施采购,使美光成为半导体供应链安全和对等反制的代表案例。
关联实体与概念
来源与参考
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Micron CEO: About half revenue from China is at risk — (JW Insights) Oct 24 -- Micron CEO Sanjay Mehrotra said that about a quarter of Micron’s revenue comes from China, and “about half that revenue is at risk.” He told CNBC in an interview on October 23. [...] Just three companies make more than 90% of the world’
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Explainer | Why China launched a cybersecurity review into US memory chip maker Micron Technology and what could happen next | South China Morning Post — Explainer | Why China launched a cybersecurity review into US memory chip maker Micron Technology and what could happen next | South China Morning Post [...] # ExplainerWhy China launched a cybersecurity review into US memory chip maker Micron Technology and w
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Targeting U.S. Chip Firm Micron, China’s Cybersecurity Reviews Continue to Evolve — Last week, the Cyberspace Administration of China (CAC) announced a cybersecurity review of the U.S. semiconductor firm Micron and the goods it sells in China. The official announcement manages to reveal little while raising several questions about the nature
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raw/articles/笔记侠-特朗普访华CEO名单-2026.md— 该文章是本实体页创建或更新的来源之一。