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美光科技(MU.US)预计2027财年上半年的资本支出约为250亿美元,下半年将更高,且大部分增量将用于新建晶圆厂(建筑

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美光科技(MU.US)预计2027财年上半年的资本支出约为250亿美元,下半年将更高,且大部分增量将用于新建晶圆厂(建筑支出)而非单纯的设备采购。美光科技CFO Mark Murphy解释称,这完全是因为长单提供了足够的需求能见度,且新建绿地工厂需要极长的提前量。

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