this post was submitted on 25 Jun 2026
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Micron locks in historically high memory prices for five years (www.theregister.com)
submitted 21 hours ago by ryper@lemmy.ca to c/technology@lemmy.world
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Memory-maker Micron has found a way to keep prices for its products sky-high for another five years, by signing 16 “strategic customer agreements” (SCAs) that include a floor price the company says comes with “a very robust gross margin for Micron, well above our peak quarterly margins in any past cycle.”

Micron CEO, president and chairman Sanjay Mehrotra explained the SCAs in prepared remarks delivered during the company’s Q3 earnings call. He explained that Micron has signed 16 SCAs, most of them covering 2026 to 2030, and that they involve a commitment to buy a certain quantity of product and pay for it in a pricing band that has a floor and a ceiling price. The floor price covers the historically high gross margins mentioned above, and the ceiling price means those who commit to an SCA are insulated if memory prices go even higher.

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[–] givesomefucks@lemmy.world 1 points 4 hours ago* (last edited 4 hours ago) (1 children)

I don't have questions, but you should read your own link...

See, unlike the major DRAM manufacturers, CXMT doesn't even possess the latest cutting-edge tools to produce memory for hyperscalers.

What's preventing them.from Data center contracts is they lack the scalability...

If they develop the scalability to make a dent in consumer RAM, they now have the ability to get datacenter contracts.

The only question is if they'll pay to build up that missing architecture, or if a data center contract will come with the build out costs included.

You're looking at an apple falling out of a tree and expecting it to blast straight thru to the other side of the planet.

You don't understand any of this, but weirdly think you're helping people...

[–] MrSoup@lemmy.zip 1 points 2 hours ago

Re-read my first comment