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Micron's Strategic India Investment Fuels Market Demand Through 2025: Report

Micron's Strategic India Investment Fuels Market Demand Through 2025: Report

三星在印度的策略性投資將推動市場需求至2025年:報告。
Benzinga ·  07/02 22:46

Micron Technology, Inc (NASDAQ:MU) Chief Business Officer Sumit Sadana expressed his enthusiasm about the company's strategic investment in India during a recent panel discussion.

美光科技首席業務官Sumit Sadana在最近的一次小組討論中表示,對公司在印度的戰略投資非常熱衷。

What Happened: During the CNBC-TV18 Young Turks' Voices from the Valley series, CNBC reported that Micron's capacity is fully booked through the end of 2025.

發生了什麼:據CNBC報道,在CNBC-TV18 Young Turks' Voices from the Valley系列中,CNBC報道了美光的產能已經被預定滿到2025年底。

Sadana emphasized AI's transformative impact on various sectors, including healthcare and education. He noted that AI can analyze vast datasets to identify trends and develop targeted treatments faster than humans. It can offer personalized learning experiences to address the global teacher shortage.

Sadana強調了人工智能對不同行業,包括醫療保健和教育的轉變性影響。他指出,AI能夠分析海量數據集以識別趨勢,比人類更快地開發有針對性的治療方案。它可以提供個性化的學習體驗以解決全球教師短缺問題。

Sadana acknowledged the need for substantial semiconductor capacity and investment to train large language models (LLMs). He stressed the importance of making these models smarter and more efficient to fully realize AI's potential in solving complex problems.

Sadana承認需要大量半導體產能和投資來訓練大型語言模型(LLMs)。他強調了使這些模型更加智能和高效的重要性,以充分實現AI在解決複雜問題方面的潛力。

Why It Matters: Various governments are introducing new programs to incentivize domestic semiconductor manufacturing and development.

爲什麼它很重要:各國政府正在推出新的計劃,以鼓勵國內半導體制造和發展。

While these initiatives are beneficial, Sadana cautioned about the need for careful management to balance global supply and demand.

儘管這些舉措是有益的,但Sadana警告需要謹慎管理以平衡全球供需。

He discussed solutions like high bandwidth memory (HBM) and expanded DRAM capacity to alleviate these issues.

他討論了一些解決方案,比如高帶寬存儲器(HBM)和擴大DRAM容量來緩解這些問題。

In June, Micron reported third-quarter revenue of $6.81 billion, beating the analyst consensus estimate of $6.63 billion. Micron reported third-quarter adjusted EPS of $0.62, beating analyst consensus estimates of $0.49.

6月,美光科技報告了營業收入68.1億美元,超過分析師平均預期的66.3億美元。美光報告了第三季度調整後每股收益爲0.62美元,超過分析師平均預期的0.49美元。

Price Action: Micron Technology stock gained 106% in the last 12 months. Investors can gain exposure to the stock via iShares Core S&P 500 ETF (NYSE:IVV) and Vanguard S&P 500 ETF (NYSE:VOO).

價格行動:美光科技股票在過去12個月中上漲了106%。投資者可以通過iShares Core S&P 500 ETF (NYSE:IVV)和Vanguard S&P 500 ETF (NYSE:VOO)獲得該股票的曝光。

MU shares traded lower by 1.26% at $129.75 premarket at the last check Tuesday.

截至週二最後一次預檢查時,MU股票以129.75美元/股的價格低於前一個交易日收盤價1.26%。

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

免責聲明:本文部分內容使用了Benzinga Neuro的幫助。此內容是通過AI工具部分製作的,並由Benzinga編輯進行了審查和發佈。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
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