October 28, 2025 12:32 AM GMT Investor Presentation | Asia Pacific M Foundation Global vs. China AI, Old vs. New Memory and SPE Morgan Stanley & Co. International plc+ Shawn Kim Equity Analyst Shawn.Kim@morganstanley.com +44 20 7677-1018 Morgan Stanley Taiwan Limited+ Charlie Chan Equity Analyst Charlie.Chan@morganstanley.com +886 2 2730-1725 Morgan Stanley MUFG Securities Co., Ltd.+ Tetsuya Wadaki Tetsuya.Wadaki@morganstanleymufg.com +81 3 6836-8890 Morgan Stanley Taiwan Limited+ Daniel Yen, CFA Equity Ana ...

Core Insights - Micron Technology, Inc. reported Q4 results amidst a significant stock price increase driven by recovering memory prices and positive sentiment regarding data center demand [1] Financial Performance - The company experienced a notable stock run-up due to recovering memory prices [1] - Optimism surrounding data center demand contributed to the positive market movement [1]