Micron: Memory Boom Still Has Legs Micron Technology is positioned for multi-year growth, driven by...

Micron: Memory Boom Still Has Legs Micron Technology is positioned for multi-year growth, driven by strategic customer agreements and surging AI-related memory demand. MU's SCAs now cover 35% of revenues through 2030, with $150 billion in RPOs and potential revenues up to $433 billion, if pricing holds. Physical AI and autonomous vehicles are set to drive the next memory demand cycle, with humanoid robots requiring up to 20x the memory of premium smartphones.