Forwarded from 한투증권 중국/신흥국 정정영
마이크론 미국 투자 가속화. 프리마켓 +6%대
미국 디램 생산 비중 40% 목표
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~Micron anticipates that the increase in investments will support its long-term goal of producing 40% of its DRAM in the U.S. while creating additional good-paying direct and indirect jobs
https://ca.finance.yahoo.com/news/micron-accelerates-u-investments-pours-124500263.html
미국 디램 생산 비중 40% 목표
==========================
~Micron anticipates that the increase in investments will support its long-term goal of producing 40% of its DRAM in the U.S. while creating additional good-paying direct and indirect jobs
https://ca.finance.yahoo.com/news/micron-accelerates-u-investments-pours-124500263.html
Yahoo Finance
Micron Accelerates U.S. Investments, Pours First Concrete at New York Fab
Micron raises its planned U.S. investment to more than $250 billion through 2035 and celebrates a construction milestone at what will be the largest semiconductor manufacturing site in U.S. historyCLAY, N.Y., July 09, 2026 (GLOBE NEWSWIRE) -- Micron Technology…
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Forwarded from epic AI - 투자 어시스턴트
(매월 1-10일까지 기준)
[수출금액]
- 디램(모듈제외): 수출액 $4,461mn, Y/Y +510%, M/M +29%
- 디램(모듈포함): 수출액 $5,887mn, Y/Y +455%, M/M +20%
- 플래시메모리(낸드): 수출액 $507mn, Y/Y +203%, M/M -12%
[수출단가]
- DRAM(모듈 제외)수출단가는 $96,520/kg로 전년 대비 +540%, 전월 대비 +16%
- DRAM(모듈 포함)수출단가는 $68,263/kg로 전년 대비 +530%, 전월 대비 +15%
- 플래시메모리 수출단가는 $52,091/kg로 전년 대비 +332%, 전월 대비 -16%
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