Micron has 26 multi-year agreements covering >35% of revenue through 2030
tengyanAI · x · 2026-10-08
Micron now holds 26 multi-year agreements covering over 35% of revenue through 2030. Most covered revenue has defined pricing terms — largely floors and ceilings: floors protect in a downturn, ceilings can cap gains in a price spike. Whether they're binding remains unclear.
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