Abandoning 4F, HBM4 mass production, G11 NAND speedup... Micron (MU.US) technology symposium lays out roadmap, JPMorgan maintains "Overweight" rating

Zhitong Finance APP has learned that JPMorgan's latest research report points out that Micron Technology (MU.US), at its investor technology webinar held on October 21, provided a detailed presentation of its latest technological innovations and long-term plans across its three core product lines: DRAM, HBM, and NAND. The analyst team led by Harlan Sur believes that Micron's technology roadmap is clear and forward-looking, and that the company is expected to continue benefiting from the AI-driven surge in memory demand, and therefore maintains its "Overweight" rating.