MU

Everything Filings Intel has said about MU across all issues.

• 10-Q · 2026-06-25 Issue 14 · bullish
  The structural story, verified against the 10-Q: Micron is converting from spot/commodity pricing to multi-year **take-or-pay** agreements — 'binding commitments for specific volumes' with pricing 'either fixed, or subject to mi[nimum bands]' — with strategic customers posting **cash deposits** that pre-fund capacity ('customer deposits associated with strategic customer agreements'). Plus a fully-built **Powerchip fab in Tongluo, Taiwan** acquired to pull DRAM/HBM supply forward of a greenfield timeline, and a flagged **Section 301** trade-investigation risk.

• Micron breaks the memory cycle — take-or-pay contracts and customer-funded capacity de-commoditise DRAM/HBM Issue 14
  Alongside: SKHYNIXSAMSUNG
• Memory trade reawakens, Credo up 8%, NextEra acquires Dominion Issue 8
  Alongside: CRDOMRVLNEEDVRT
• Two AI specialists filed late, took opposite sides of the same trade Issue 7
  Alongside: NVDAAMDTSMAVGOORCLASML
• Aschenbrenner raised $8B and concentrated it on the merchant silicon stack Issue 7
  Alongside: NVDAAMDTSMAVGOORCLASMLBECRWV