supply chain agreements
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 27, 2026 by Gavin Baker · across every show →
Everything said about supply chain agreements, oldest first
Jun 27, 2026 positive
Baker: Micron locks in 50% of revenue with four customer agreements
“They announced that they have these SCAs, these supply chain agreements, That have a floor and a ceiling for prices with an increasingly large group of large customers. And this covers essentially 50% of their revenue, I think, with just four customers.”