$MU $DRAM Sumit Sadana, Micron's Chief Business Officer, said the company's new Strategic Customer Agreements (SCAs) are "extremely transformative" because they go BEYOND volumes and pricing. The SCAs give Micron "visibility now and deep engagements with our customers on the engineering side that stretches out to roadmaps that our customers that are beyond 2030 timeframe." Did you read that? Beyond 2030. What that actually means: Micron is getting pulled into co-engineering the next generation of AI accelerators before those chips exist, which is exactly why it can see multi year demand that most of the semiconductor industry can't. That's probably all he could tell us without infringing the NDAs. Sixteen of these SCAs are signed. Five year terms, take or pay, no cancellation. Togeth
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