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Micron Technology Secures 26 Strategic Customer Agreements Lasting Until 2030

The Motley Fool +1 ·

  1. 1Micron reported 26 Strategic Customer Agreements (SCA) for the fourth quarter of fiscal year 2026.
  2. 2These agreements are estimated to account for more than 35% of revenue through 2030.
  3. 3Bernstein presented a 43% forecast for DRAM price increases in 2027 and a 53% forecast for DRAM price decreases in 2028.

So what's the key point?

Micron secured 26 contracts that will account for more than 35% of its revenue through 2030. Experts expect memory prices to rise by 43% in 2027.

Source The Motley Fool +1 · View original ↗

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