- Micron struck a long‑term deal to supply Ford with automotive memory and storage, expanding auto-focused capacity including advanced DRAM at Manassas; auto contracts now about 40% of business.
- UBS kept Buy on Micron (MU), raised 2026 memory-price outlook: DDR +32% Q3, +18% Q4; NAND ~+30% Q3. UBS expects DRAM demand to outpace supply into 2027–28.
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Key facts: Micron Secures Ford Deal; UBS Raises 2026 Memory Outlook
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Micron struck a long‑term deal to supply Ford with automotive memory and storage, expanding auto-focused capacity including advanced DRAM at Manassas; auto contracts now about 40%