B · Normal
[Micron Technology CEO: About US$150 billion in long-term orders have been locked in. The supply and demand in the storage market will be tighter next year than in 2026] October 1st, Micron Technology Chairman and CEO Sanjay Mehrotra said on the earnings call that Micron has currently signed 26 long-term agreements, locking in long-term orders of approximately US$150 billion. The supply and demand in the storage market will be tighter in 2027 and 2028 than in 2026, and "there is no end in sight for supply and demand to return to balance."
TMT Industry Observation 🕐 2026-10-01 10:06
#TMT Industry Observation #U.S. stock trends
Save as Image Generate a beautiful long image to share on Moments or in group chats Generate now ⬇
← Back to Telegraph

Related telegraphs

10月1日电，埃森哲本财年第四财季营收187亿美元，高于市场预估的180.4亿美元。 10-01 18:42 October 1, Accenture expects revenue to grow by 3% to 6% in 2027; earnings per s 10-01 18:40 [Broadcom plans to provide up to US$42 billion in financing to Anthropic, which 10-01 18:18 On October 1, Wells Fargo added ROBLOX stock to its Tactical Ideas List for the 10-01 17:53 On October 1, Wells Fargo included Microsoft in its Tactical Ideas List for the 10-01 17:29 On October 1, Goldman Sachs added Amazon to its Conviction List. 10-01 17:29

Comments

0/500
Captcha (click to refresh)
No comments yet