Micron Technology(US:MU) Xin Lang Cai Jing·2025-09-11 00:32Group 1 - Micron Technology's stock rose by 3.52% on September 10, marking a total increase of 18.16% over six consecutive trading days, reaching a new high since June 2024 [1] - Optimistic expectations for memory product demand, driven by rapid AI development, are a key factor in the stock's rise, with forecasts indicating a supply shortage of 1.8% for DRAM and 4.0% for NAND by 2026 [1] - The data center business, which currently accounts for a majority of Micron's revenue with a gross margin close to 50%, is gaining increased market attention [1] Group 2 - Despite positive stock performance, caution is advised regarding financial operations and insider trading, as Chairman Sanjay Mehrotra sold shares on September 5, potentially reflecting management's short-term outlook [2] - Micron continues to strengthen its industry leadership through innovative memory and storage solutions, including collaborations with academic institutions like Xi'an Jiaotong University [2] - Long-term partnerships are expected to infuse new talent and energy into the company, enhancing its competitive position in the market [2]