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Micron has concluded 16 Strategic Customer Agreements (SCAs). Some of them already set the price range for memory until the end of 2030. Micron aims to maintain its profit margin; the chance of falling prices anytime soon is diminishing.

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Micron is the world's third-largest memory manufacturer and, after Samsung and SK Hynix, the most important supplier of Random Access Memory (DRAM) such as DDR5, LPDDR5X, and High-Bandwidth Memory (HBM). Together, the three companies account for more than 90 percent of the DRAM market.

Micron announced the 16 SCAs upon releasing its latest financial results. Among the signatories are cloud hyperscalers and manufacturers of servers, consumer devices, and cars. As usual, the company does not name specific names. Other memory manufacturers are pursuing similar agreements, but Micron is now unusually open about the content.

High price level cemented

The largest agreements include price ranges for which customers will purchase DRAM and NAND flash for SSDs over the next five years. Prices are capped at the maximums that Micron has achieved until the end of May 2026. If the current ratio between supply and demand persists, the largest customers will therefore pay the same prices as recently. For Micron, this means an average gross margin of about 85 percent.

This arrangement applies to existing products, primarily DDR5, LPDDR5X, HBM3e, and HBM4. The agreements provide for new negotiations with higher prices for new memory generations such as DDR6, LPDDR6, and HBM5.

Regarding minimum prices, Micron notes that they are intended to continue to generate a “very robust gross margin above the highest margins of all previous memory cycles.” This largely rules out a return to memory prices from 2025 and earlier.

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All SCAs include minimum delivery quantities. If a customer buys less than agreed, they must pay billions in penalties to Micron. The agreements are designed to maintain the current supply situation.

Medium-sized agreements, meanwhile, stipulate fixed prices. Small agreements regulate delivery quantities without a long-term fixed price framework. This appears to primarily concern automotive manufacturers who have concluded three-year agreements with Micron.

The 16 SCAs to date foresee purchases worth at least 100 billion US dollars during their term. However, Micron notes that this figure is extremely conservative and is likely to be significantly higher.

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This article was originally published in

German.

It was translated with technical assistance and editorially reviewed before publication.

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