Micron Locks In Memory Prices Through 2030 With 16 Supply Deals
Updated
Updated · Gizmodo · Jun 26
Micron Locks In Memory Prices Through 2030 With 16 Supply Deals
1 articles · Updated · Gizmodo · Jun 26
Summary
Micron said 16 new strategic customer agreements bind buyers to fixed memory volumes through the end of 2030, extending elevated DRAM and NAND pricing for years.
Those take-or-pay contracts come as Micron, Samsung and SK Hynix steer capacity toward AI-focused high-bandwidth memory, leaving consumer DRAM supply tight even as Micron sees only gradual improvement by 2028.
Micron expects roughly half or more of company revenue to come from such agreements, after reporting $41.5 billion in quarterly revenue, up 346% from a year earlier.
Lenovo warned at ISC 2026 that memory prices may stay above pre-October 2025 levels even into 2030, while Apple and Valve have said RAM suppliers are forcing higher component costs into laptops and gaming hardware.