$MU CEO Says Micron Still Cannot Fulfill All Customer Demand, With 26 Strategic Customer Agreements in Place

$MU CEO Sanjay Mehrotra said Micron still cannot fulfill all customer demand, with customers bringing additional upside even after signing long-term supply agreements.
Micron now has 26 strategic customer agreements, with some extending into 2031.
Mehrotra said this gives Micron "tremendous visibility" and greater confidence to invest in manufacturing capacity.