Micron's long-term agreements are 'not the LTAs of old' amid AI memory demand
BenBajarin · x · 2026-10-01
Analyst Ben Bajarin notes that Micron's ($MU) long-term supply agreements are fundamentally different from past LTAs, implying that AI-driven memory demand is reshaping the scale and structure of these deals as customers lock in HBM/DRAM supply.
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