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요약
美國記憶體大廠美光受惠AI驅動記憶體缺貨漲價潮，上季財報與本季展望優於市場預期，本季毛利率預估衝破八成，創半導體製造業驚人記錄，甚至比輝達與台積電還高，執行長梅羅塔高喊記憶體持續供不應求，將擴大本年度與明年度資本支出擴產。
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