$SKHY add Samsung, $MU , and these other $SNDK ; my view is that the tight supply-and-demand situation for DRAM, NAND, and HBM will continue to be sustained until 2028.
Micron’s SCA strategic customer agreement has already been extended to 2031. By 2030, it can lock in more than 35% of revenue—this level of certainty is quite important.
Also, HBM shipment growth will run faster than DRAM.
Micron’s SCA strategic customer agreement has already been extended to 2031. By 2030, it can lock in more than 35% of revenue—this level of certainty is quite important.
Also, HBM shipment growth will run faster than DRAM.
