$MU $DRAM Sumit Sadana, Micron's Chief Business Officer, said customers recognize supply challenges for the NEXT 10, 15, 20 years. "Customers recognize that they need to change the relationship ... and recognize and understand that these spurts of growth are going to happen many times, much faster than the supply can grow." Whole transcript. "First, memory itself has become a very strategic asset, and our customers are viewing memory for the long term in a very different way. To them, these SCAs are not just a short-term mechanism to get commitments on supply. They know that when they look out the next 10, 15, 20 years, because of AI and the growth driven by AI, the challenges in bringing up adequate supply, but also the fact that I spoke about how memory from a system performance pers
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