MU Signs SCAs
Micron CEO says signed agreements represent 20% of DRAM volume and a third of NAND volume, expecting 50%+ of revenue under SCAs by 2030
MU CEO ON SCA: "Typically, these agreements have a 5-year term from CY26 through the end of calendar 2030." "The signed agreements represent roughly 20% of our DRAM volume, and a third of our NAND volume." "When completed, we expect 50%+ of our revenue to be under these SCAs"