企业动态（5月13日） 美光市值，突破9000亿美元 为何暴涨？2026 年 5 月 13 日，美光科技（MU）市值首次突破 9000 亿美元，收于 9062.8 亿美元，年内涨幅超 160%，跻身美股市值前 12 位。本轮暴涨核心由 AI 驱动的存储超级周期主导，叠加三星罢工催化。

Company Trend（May.13） Micron’s Market Cap Breaks US$900 Billion: What’s Driving the Surge?On May 13, 2026, Micron Technology’s market capitalization surpassed US$900bn for the first time, closing at US$906.28bn. The company’s stock has gained more than 160% year-to-date, placing Micron among the top 12 US-listed companies by market value.

企业动态（5月6日） 索尼展示专用图像稳定芯片CXD5254GG，释放垂直整合强信号2026年5月，晶圆代工企业世界先进（Vanguard International Semiconductor）董事长方略在股东会上表示，公司正审慎评估建设第二座12英寸晶圆厂的可行性，但尚未做出最终投资决策。世界先进目前在新加坡运营一座12英寸厂（VSMC），主要承接台积电转单，生产28nm及以上成熟制程芯片，客户涵盖汽车电子、电源管理及显示驱动IC领域。

Company Trend（May.06） Vanguard International Semiconductor carefully evaluates the feasibility of a second 12-inch wafer fabIn May 2026, Fang Lue, Chairman of Vanguard International Semiconductor (VIS), stated at a shareholders’ meeting that the company is carefully evaluating the feasibility of constructing a second 12-inch wafer fab, but no final investment decision has been made. VIS currently operates one 12-inch fab (VSMC) in Singapore, primarily taking transferred orders from TSMC and producing mature-node chips of 28nm and above, serving clients in automotive electronics, power management, and display driver ICs.

Market Trend（Dec. 10） South Korean government to invest US$3.1bn in a new wafer foundryOn December 10, the South Korean government announced that it plans to invest 4.5trn won (about US$3.1bn) to build 12-inch mature process (≥ 40nm) wafer foundry. The project will begin construction in 2026 and will be put into operation at the end of 2028.

市场动态12月10日 韩国政府投资31亿美元建设新晶圆代工厂 韩国政府12月10日正式宣布，将联合民间资本共同投入4.5万亿韩元（约合31亿美元）建设一条12英寸成熟制程（40纳米及以上）晶圆代工产线，预计2026年动工，2028年底前投产。