更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 30 May 2024 | 9:31PM EDT Micron Technology Inc. (MU): Global Semiconductor Conference — Key Takeaways Toshiya Hari +1(646)446-1759 | toshiya.hari@gs.com Goldman Sachs & Co. LLC David Balaban +1(212)357-6369 | david.balaban@gs.com Goldman Sachs & Co. LLC Presenters: Sumit Sadana, Executive Vice President and Chief Business Officer Trevor Janoskie +1(212)357-9851 | trevor.janoskie@gs.com Moderated by: Toshiya Hari, US Semiconductors & Semi Cap Equipment Equity Goldman Sachs & Co. ...

30 May 2024 | 9:45PM EDT 17% of total revenue). Organically, the Total System Solution approach continues to be at the core of the company's strategy, while management also remains open to tuck-in deals as evidenced by the recent acquisition of Neuronix AI Labs. Management expects pricing to return to more historical patterns (i.e. flat to slightly down) over the medium- to long-term, but does not expect absolute pricing to revert to pre-pandemic levels given elevated depreciation costs across the industry. ...

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