Micron Technology(US:MU) Zhi Tong Cai Jing·2025-10-08 14:22Core Viewpoint - Micron Technology (MU.US) shares rose over 4% to $193.67 amid reports that major DRAM manufacturers in South Korea and the US have suspended quotes to enterprise customers for a week, indicating a tightening supply and potential price increases in the DRAM market [1] Group 1: Market Dynamics - DRAM prices are expected to increase by over 30% in the fourth quarter of this year, with some product specifications potentially seeing price hikes exceeding 50% [1] - Market surveys indicate a supply shortage of 10-15% for DDR4 memory over the next three quarters, exacerbated by bottlenecks in back-end testing capacity [1] Group 2: Industry Reactions - Downstream memory manufacturers such as ADATA and Team Group have also suspended their quotes, reflecting the overall market sentiment [1] - ADATA's chairman, Chen Libai, believes that this quarter marks the beginning of a sustained increase in the memory market coupled with severe shortages [1]