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2026-06-25
Micron inks long-term supply agreements worth $100 billion
0.92
tomshardware.com 2026-06-25 Anton Shilov
Micron has signed 16 LTAs with various customers to supply DRAM and NAND worth $100 billion.
MicronDRAM3D NANDLong-term supply agreementsSemiconductor supply chainMemory marketChip shortageStrategic customer agreements
2026-06-19
Kioxia keeps NAND capex in check as AI inference reshapes SSD demand
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digitimes.com 2026-06-19
Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.