August 12, 2026Stocks·Bullish·memory chip trade

Micron discloses majority of SCA revenue under 5-year terms through 2030

Micron's Chief Business Officer disclosed that an overwhelming amount of revenue under supply capacity agreements (SCAs) will be under 5-year terms through the end of calendar 2030, providing long-term visibility that the company says has never happened before. This disclosure came alongside a strong rally in memory-related equities including $DRAM, $MU, and $SNDK.

Detected & updated continuously · Source: Nebula

Story subjects

Micron Technology, Inc.GraniteShares ETF Trust GraniteShares Autocallable SMCI ETF

Sources

@TradexWhisperer

$MU $DRAM More details on SCAs from Micron Chief Business Officer. "...overwhelming amount of the revenue under SCA is going to be 5-year type of terms through the end of calendar 2030" "Number one, these provide quite a long-term visibility to us." (This has never happened

@OtsukimiOtsu

$DRAM wow Up another 7% Momentum likely to confirm. Watch for individual stocks like $MU and $SNDK to make moves (already starting to)