# 記憶體晶片製造商美光在瑞銀分析師大幅調高目標價後股價上漲19%。

*semiconductor, business · news · 2026-05-26 · MarketScreener*

## Key points

- 瑞銀調高目標價，並指出AI驅動的營收成長，美光市值達到1兆美元。
- 儘管美光股價近期大漲，其估值相較於預期盈餘仍屬謹慎。
- 高通與Stellantis達成新協議，推動AI智慧車輛技術。
- 華為聲稱透過新製程突破，2031年可生產達英特爾水準的晶片。

Shares of technology companies rallied on optimism about chip stocks. Memory chip maker Micron rose 19% after analysts at brokerage UBS drastically increased price targets due to an anticipated jump-shift in revenue growth caused by artificial-intelligence demand. Even after Micron's torrid rally, which has brought it to the $1 trillion market capitalization level, the company's valuation based on forecasted earnings is relatively modest, said J.D. Joyce, president of Houston financial advisory Joyce Wealth Management. Chip designer Qualcomm added to recent gains deal with global automaker Stellantis to support AI-powered vehicles. Chinese phone and electric-vehicle maker Xiaomi had a rough start to the year, posting another profit drop as rising memory-chip prices, stiff competition and soft demand weighed. Huawei Technologies said it has developed a workaround that would allow it to make chips on par with leading products manufactured by Intel and other top global companies by 2031. Dropbox Chief Executive Andrew Houston will step down from his role after 19 years at the head of the company and become executive chairman. Write to Rob Curran at rob.curran@dowjones.com (END) Dow Jones Newswires 05-26-26 1727ET

**Companies:** Micron, Qualcomm, Stellantis, Xiaomi, Huawei Technologies
**Countries:** United States, China

[Read the full story on MarketScreener](https://www.marketscreener.com/news/tech-up-as-micron-leads-chip-surge-tech-roundup-ce7f5ad2dd8df422)

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