Post #3413359

Greedy fuckers: 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. Revenue landed at $41.5 billion, a fifth consecutive quarterly revenue record and 346 percent year-over-year jump. DRAM revenue alone reached a record $31.3 billion, up 343 percent year-over-year. NAND revenue rose 361 percent year-over-year, to $9.9 billion. Net income reached $28.9 billion, and consolidated gross margin came in at 84.9 percent 84.9% margin and price lock in till 2030. Fuuuuuuck https://www.theregister.com/systems/2026/06/25/micron-locks-in-historically-high-memory-prices-for-five-years/5261854