瑞银分析师在一份研究报告中指出，美光科技与客户签订的长期合约结构稳固，足以抵御市场至少未来数年的下行周期。尽管投资者可能担忧市场放缓时合约会动摇，但分析师强调，这些合约设定的最低价格水平足够低，最早也要到2029年，更可能是在2030年，才会有足够的供应量上线，从而突破价格底线，促使客户考虑违约。
此外，美光科技正从客户处获得预付现金，总额最终可能接近400亿至500亿美元。分析师认为，这笔巨额资金构成了坚实的“分手费”，为公司提供了有力的下行风险缓冲。受此消息提振，美光科技股价上涨11%，收于1,167.82美元。
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