Core Viewpoint - Micron's Q3 financial results significantly exceeded expectations, raising questions about the impact of upstream wafer manufacturers' profit margins on the company's profitability and product pricing transmission [1] Group 1: Industry Dynamics - The prices of storage wafers and memory products are determined by the supply and demand dynamics of the storage industry, indicating a recovery in overall industry conditions rather than isolated cost changes [1] - The increase in wafer prices reflects a rebound in the overall health of the storage industry [1] Group 2: Company Positioning - Companies with R&D capabilities, product competitiveness, and supply chain resilience can more effectively convert industry prosperity into sustainable profit advantages [1]