Abandonment of 4F², mass production of HBM4, acceleration of G11 NAND... Micron (MU.US) unveils roadmap at technical seminar, JPMorgan maintains "Overweight" rating

According to Golden Ten Data APP, JPMorgan's latest research report points out that Micron Technology (MU.US) showcased detailed presentations of its latest technological innovations and long-term planning in its three core product lines—DRAM, HBM, and NAND—at its investor technology webinar held on October 21. The analyst team led by Harlan Sur believes that Micron's technology roadmap is clear and forward-looking, and is expected to continue benefiting from the surge in AI-driven storage demand. Therefore, they maintain an "Overweight" rating on the company.