报道称，美光科技（Micron）可能比希捷科技（Seagate）更受益于AI需求，因为其2026年的HBM产能据称已售罄。
据 NS3 报道，希捷仍将受益于数据生成与云存储需求，但其AI相关敞口更为间接。
美光HBM产能据称售罄
2026-06-05 12:02:48
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