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Jabran Kundi

Long-Term Agreements Don’t Protect the Memory Makers the Way You Think

Memory Micron ETF MU SanDisk SNDK Trendforce

Memory stocks have rarely looked this secure. Samsung, SK hynix (SKHY), and Micron (MU) have already secured major customer commitments for HBM and DRAM, with supply agreements stretching into 2027. Several cloud giants have also signed long-term agreements (LTAs) to lock in supply. To many investors, that looks like protection against the next downturn. I’m not so sure.

Long-Term Agreements Don’t Solve the Demand Problem

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