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 6 days 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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[–] Zedstrian@sopuli.xyz 239 points 6 days ago (56 children)

Hopefully Chinese firms recognize the gap in the market and increase their capacity.

[–] CommanderCloon@lemmy.ml 25 points 5 days ago

They are scaling up but as with other things they will most likely scale to their inner market first, and then I doubt they'll subsidize a price depreciation to help westerners when they can get the profits for themselves

[–] nuko147@lemmy.world 4 points 4 days ago

Hopefully the bubble bursts next year, and we all eat popcorn watching Micron's revenue.

[–] CrabAndBroom@lemmy.ml 9 points 5 days ago

I'm in a pretty mercenary mindset about it these days TBH. I've got some money on the table, whoever can provide 32gb of RAM and three HDDs for my RAID at a price that's not ridiculous can have it.

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