美光科技：Cron 方面，2026 财年HBM已售罄，正如我们预期的多年期合同即将签订。后续将迎来资本注入。维持买入评级

Flash | 19 Nov 2025 11:28:58 ET │ 10 pages Micron Technology Inc (MU.O) Update on the 'Cron – HBM Sold Out for C26, Multi-Year Contracts Coming As We Expected. Capital Infusion Next. Reit Buy on MU CITI'S TAKE This morning at a competitor conference, Micron CFO presented and stated its HBM supply is now "fully contracted" for C26 and confirmed our belief that customers are asking for multi-year contracts (please see our note). We also continue to expect Micron and other memory companies to get capital infus ...