KeyBanc analyst Weston Twigg spoke to Samsung (SSNLF) last night and gained more clarity on the company's DRAM expansion plans for 2018. Samsung, which represents 35%-40% of DRAM production, indicated that it may grow its net DRAM wafer starts per month by around 10% for the year, and that it would likely exit 2018 at a slightly higher rate than that, Twigg tells investors in a research note. He believes, however, that bit growth won't likely exceed market demand and should be moderate. As such, the analyst expects a "prolonged healthy DRAM pricing environment," which he views as positive for Micron Technology (MU). Twigg has an Overweight rating on the shares with a $65 price target.