Micron completed agreements for the vast majority of its calendar-2027 HBM bit supply, with significant year-over-year price increases
vast majority contractedobserved
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Scope | Micron-specific bit supply across its HBM portfolio; not all suppliers and not an allocation to a specific buyer. Same deck (slides 10–11): 26 signed strategic customer agreements (multi-year take-or-pay), with customer financial commitments of $32B, mostly cash deposits. No marketwide 30% gap or 15–20% quarterly price rise is established. |
| As of | 2026-09 |
| Source | Micron Q4 FY2026 earnings deck, slide 13 · Q4 FY2026 earnings deck, slide 13 (Data Center 2 of 2); SCAs on slides 10–11 |
| Review | checking…review by 2027-01-05 · fast cadence |
| Recorded changes | last 2026-10-05 · 2 revisions tracked |
| Claim id | through-2026-30-supply-gap-15-20-quarter-price |
Where the guide uses it
- 2.3 Long-Lead Procurement & the End-to-End Equipment Supply Chain
- 7.6 HBM: The Binding Constraint on AI Compute
← Full numbers register — every date-stamped figure in the guide, with revision history.