美光科技-交流纪要：DRAM 市场热度攀升，后续仍有上行空间；重申买入评级

06 Jan 2026 03:00:00 ET │ 14 pages Micron Technology Inc (MU.O) Lunch With The 'Cron – DRAM Market Is Being Served Hot. Expect More Upside, Reiterate Buy. CITI'S TAKE Vi e w p o i n t | Yesterday we hosted an investor lunch with Buy-rated Micron. The company was asked about increasing capex and capacity and stated it is keeping capacity expansion in line or below the overall DRAM industry to prolong the cycle. As a result, we believe DRAM could remain in shortage all year if demand does not fall off and wou ...