$Micron Technology(MU)$ $SanDi

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Roundhill Memory ETF(DRAM)$ $SK hynix(SKHY)$ $Western Digital(WDC)$ $Micron Technology(MU)$ Micron's Chief Business Officer confirmed they've essentially killed the traditional memory cycle. Customers got so anxious about securing multi-year AI-related supply that Micron pioneered Strategic Customer Agreements, binding 3-5 year LTAs with floor pricing. They were the first in the industry to work on this with customers, and they believe they've signed the most SCAs. Since the last earnings report, they've signed even more. They see these agreements as transformative for the business model, covering a long time horizon.

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