Micron Technology(US:MU) ZHESHANG SECURITIES·2025-09-15 05:28Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Insights - The storage industry is experiencing a price increase trend, with Micron announcing a price hike of 20%-30% for all storage products, indicating a strengthening price trend in the storage sector [6][2] - The demand for storage solutions is being driven by the AI era, leading to enhanced value for module manufacturers and solution providers, as they collaborate closely with leading wafer manufacturers [3][4] - The strengthening trend in the storage industry is expected to benefit storage solution providers, with specific A-share companies such as Jiangbolong, Baiwei Storage, Demingli, and Shannon Chip Creation recommended for attention [4] Summary by Sections - Price Trends: Micron's suspension of quotes and subsequent price increases suggest a continuous upward trend in storage prices, which is relatively rare and indicates uncertainty in future customer demand [2][6] - AI Impact: The AI era is significantly upgrading storage demands, with increased requirements for performance, speed, and capacity, leading to a deeper collaboration between module manufacturers and solution providers [3] - Market Opportunities: The ongoing price increases and demand enhancements present strategic opportunities for specific A-share companies in the storage sector [4]