Micron Technology(US:MU) Ge Long Hui A P P·2025-10-01 14:41Core Viewpoint - Micron Technology (MU.US) experienced a significant price increase, rising over 4% to reach a historical high of $174.2, driven by a new wave of price surges in the global memory chip market due to supply-demand imbalance, technological advancements, and geopolitical factors [1] Industry Summary - The memory chip market is currently witnessing a price surge, with analysts optimistic about the industry's outlook for the next two years [1] - The first wave of price increases in the memory market began in early April 2025, initiated by SanDisk's price hike notification to customers [1] - In September, a second wave of price increases was confirmed when SanDisk announced a price increase of over 10% for all its products [1] - Recently, Micron Technology notified its channel partners of a price increase of 20%-30% for its memory products, effective from September 12, with all pricing for DDR4, DDR5, LPDDR4, and LPDDR5 products halted and agreements with customers suspended [1]