Core Viewpoint - Micron Technology is shifting its focus towards high-margin Cloud Memory operations due to robust market conditions and increasing investments in compute capacity by major cloud service providers [1] Group 1: Company Strategy - Micron Technology is refocusing its portfolio to emphasize high-margin Cloud Memory operations [1] - The company is responding to a strong market characterized by rising investment outlays for compute capacity [1] Group 2: Market Context - Major cloud services providers are increasing their investments, which is beneficial for Micron's Cloud Memory operations [1]