Google reportedly in talks to extend memory LTAs to 2035; KeyBanc sees Micron DRAM up 15-20%

KeyBanc's John Vinh, after Asia supply-chain research, says HP and Dell are extending memory supply agreements through 2031 and Google is discussing extending its 2030 LTAs to 2035. He expects Micron DRAM prices to rise 15-20% in Q4, NAND up 20%, and HBM up 80-100% in Q1 2027.

Detected & updated continuously · Source: Nebula