ATTRIBUTABLE SOURCE HISTORY
Commentary
Dated statements, their sources and linked evidence history.
Reading standard
A chronological record of thesis-connected statements and observations. Each entry preserves who spoke, what was said, the source and how the wording relates to the prior statement. Quantitative observations link to their daily evidence.
Sequence · date, speaker, role or organization, paraphrase, source and relationship.
Relationship · source-supported timing changes, revised targets or metrics, replacement, scoped omission and explicit official closure. Earlier records are linked only for the same thesis and tracked variable.
Source bound · rumor, speculation and unattributed news are excluded.
This page records how attributable wording changes over time. Silence alone never establishes withdrawal or closure. Thesis impact, execution and economic outcomes are assessed separately.
PUBLISHED COMMENTARY
Technology · Hardware · Micron Technology, Inc. · MU
Source summary (paraphrased): Micron reported 16 signed take-or-pay SCAs with specific volume commitments. Most have price floors and ceilings; the initial agreements cover roughly 20% of DRAM and one-third of NAND volume over calendar 2026–2030.
Sources and comparison basis
Tracked variable: Signed strategic customer agreement count
Read the linked thesis
Primary source ↗ ·
issuer prepared remarks publication date
Section: Q3 FY2026 prepared remarks, pages 2–3 and 7
Attribution: Micron Technology · Issuer prepared remarks
Measurement basis: Quarterly management statement; not audited SCA economics
Commentary may indicate intent or an authoritative action; it does not by itself establish execution or booked economic consequence.
Source summary (paraphrased): Micron reported 26 signed SCAs, estimated that they represent more than 35% of revenue through 2030, and described about $150 billion of RPO to date and $32 billion of customer financial commitments.
Sources and comparison basis
Tracked variable: Signed strategic customer agreement count
Read the linked thesis
Primary source ↗ ·
issuer prepared remarks publication date
Section: Q3 FY2026 prepared remarks, pages 2–3 and 7
Attribution: Micron Technology · Issuer prepared remarks
Primary source ↗ ·
issuer prepared remarks publication date
Section: Q4 FY2026 prepared remarks, pages 3 and 6
Attribution: Micron Technology · Issuer prepared remarks
Measurement basis: Quarterly management statement; not audited SCA economics
Sanjay Mehrotra reported 16 signed SCAs on June 24 and 26 on September 30: 10 more agreements, a 62.5% increase in the count. The September remarks also describe SCAs extending into 2031 and one-year extensions to 2031 for two agreements. This is signed-contract progress and added term disclosure, not observed protection of revenue or margins in falling prices. June's roughly 20% DRAM and one-third NAND volume shares cannot be compared with September's greater-than-35% share of estimated revenue.
Commentary may indicate intent or an authoritative action; it does not by itself establish execution or booked economic consequence.