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Micron Contracts Include $100B Minimum Customer Revenue Floors

Micron Technology logoMicron Technology
Sig3.43Sen+4.93Env0.00Soc0.00Gov0.00

Micron’s contracts include minimum-price commitments worth about $100 billion, backed by 14 customers and structured as take-or-pay obligations across the remaining contract terms. Management says revenue should run above the minimums and that the deals address prior-cycle margin troughs. Agreements cover roughly 20% of DRAM and a third of NAND volume (about 25% of revenue), with some deals capped to Q2 2026 market prices.

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