企业动态（5月27日） 15亿美元 三星新芯片工厂落地越南 近日，三星电子宣布斥资15亿美元，在越南北部太原省打造其越南首座芯片测试工厂。该项目已于今年4月正式动工，预计2027年11月建成投产，越南政府早在3月便完成项目审批。新工厂主打DRAM与NAND闪存芯片测试业务，规划年产能可观，可完成1533亿Gb DRAM、2556亿Gb NAND芯片的测试工作，产品主要供给智能手机、电脑、车载电子等终端。当前AI产业爆发带动全球存储芯片需求走高，市场供应持续偏紧，这座新厂落地将有效补充成熟存储芯片的封测产能。此外三星还预留扩容空间，未来可追加25亿美元建设第二座同类型工厂，持续加码越南半导体布局。

Company Trend（May.27） Samsung invests US$1.5bn in new chip testing facility in Vietnam Samsung Electronics has recently announced an investment of US$1.5bn to establish its first semiconductor testing facility in Vietnam, located in Thai Nguyen Province in the northern part of the country. Construction officially commenced in April this year, with operations scheduled to begin in November 2027. The project received approval from the Vietnamese government as early as March. The new facility will focus on testing DRAM and NAND flash memory chips and is designed with substantial annual capacity, capable of testing 153.3 billion Gb of DRAM and 255.6 billion Gb of NAND products. The output will primarily serve end markets including smartphones, personal computers, and automotive electronics. As the rapid expansion of the AI industry continues to drive global demand for memory chips, while market supply remains tight, the new facility is expected to provide meaningful additional testing and packaging capacity for mature memory products. Samsung has also reserved room for future expansion and may invest an additional US$2.5bn to build a second facility of a similar scale, further strengthening its semiconductor footprint in Vietnam.

市场动态（5月20日） 俄罗斯宣布光刻机实现突破，自研路线打破西方封锁2026年5月，俄罗斯正式宣布在光刻机领域实现双重突破：一是首款自主商用光刻系统**ProgressSTP-350**完成量产交付，二是**6.7纳米气体靶EUV光源**取得实验室关键进展，走出一条差异化自研路线。

Russia announces breakthrough in lithography machines, self-developed approach breaks Western blockade In May 2026, Russia officially announced a dual breakthrough in the field of lithography machines: first, the country’s first domestically developed commercial lithography system, ProgressSTP-350, has completed mass production and delivery; second, the 6.7-nm gas-target EUV light source has achieved critical laboratory progress, marking a differentiated indigenous development path.

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.