UBS: Micron Technology's long-term contracts are solid enough to withstand potential market downturns in the coming years
By: rootdata|2026/06/26 04:45:00
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According to Jinshi reports, UBS analysts stated in a research report that the long-term contracts signed by Micron Technology with its customers are solid enough to withstand any market downturns for at least the next few years. Investors may be concerned that these contracts could be shaken if the market slows down, but the minimum price set in the contracts is low enough that it will not be until 2029 at the earliest, and more likely 2030, that there will be enough supply coming online to break the price floor and prompt customers to consider defaulting.
UBS analysts indicated that Micron Technology has also received prepaid cash from customers, which could ultimately amount to nearly $40 billion to $50 billion, and if the situation worsens, this could serve as a solid buffer against defaults.
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