Memory Makers Push Long-Term AI Contracts to Avoid Cycle Repeats
Micron, joined by Samsung and SK Hynix, is pitching long-term, five-year take-or-pay contracts with major datacenter customers as a structural change to the memory market. The deals — including $22 billion of commitments from Nvidia and other clients to Micron — are framed as a way to maintain cash flow and limit near-term supply growth, though ana…