Micron Technology CEO Sanjay Mehrotra: about 150 billion U.S. dollars in long-term orders currently locked in, AI storage demand tight
Micron CEO Sanjay Mehrotra revealed that 26 long-term agreements have been signed, locking in about 150 billion U.S. dollars in orders. Driven by the AI boom, high-bandwidth memory is in short supply, and the market is expected to be tighter in 2027-2028 than in 2026. Micron's market value has entered the trillion-dollar club.
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