Micron signals demand visibility into 2028 with 75% of FY2027 shipments committed and 35% of sales under SCAs by 2030

• Manish Bhatia (President & COO) framed longer-dated tightness as both demand- and supply-driven: “we are seeing stronger demand drivers than we've seen before,” citing “server units continuing to grow into '27” and that “agentic AI is really growing fast,” while adding that

Seeking Alpha's Disclaimer: This article was automatically generated by an AI tool based on content available on the Seeking Alpha website, and has not been curated or reviewed by humans. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of such articles cannot be guaranteed. This article is intended for informational purposes only. Seeking Alpha does not take account of your objectives or your financial situation and does not offer any personalized investment advice. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.