RT @pequityresearch: Micron's $MU update on their SCAs: > We have signed 26 SCAs, which we currently estimate to be over 35% of our revenue through 2030. > Customers want SCA-assured supply beyond 2030, and we have now signed SCAs that extend into 2031, as well as one-year extensions to 2031 for two agreements. > For the 26 signed SCAs and extensions, financial commitments from customers have increased to $32 billion, the vast majority of which are cash deposits.
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