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Micron has signed $150 billion in long-term orders, anticipating a tighter supply-demand balance in the memory market in 2027-2028.
Micron Technology CFO Mark Murphy disclosed that the company has signed 26 strategic customer agreements, with remaining performance obligations of approximately $150 billion. Chairman and CEO Sanjay Mehrotra stated that he expects the memory market supply and demand to be tighter in 2027 and 2028 than in 2026, and "sees no end to the rebalancing of supply and demand."
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