Micron's long-term contracts cap memory price gains, but Tessara still models $52.1B revenue
tengyanAI · x · 2026-09-25
Tessara models that rising memory prices don't flow straight into Micron's revenue: 20% of DRAM and a third of NAND sit on long-term deals capped at April-June prices, with some gains already captured last quarter. Even holding all sales at last quarter's prices, its model yields $52.1B — still above the bar.
Related event: Tessara Predicts Micron Revenue to Smash Street High Estimates(4 posts)→
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