Leave your feedback Share Copy URL https://bcad.org/video/?vid=yWYHBSpgJSZ Email Facebook Twitter LinkedIn Pinterest Tumblr Share on Facebook Share on Twitter Micron saved by Ford? [8GGYxOed6BR] Health Updated on August 09, 2026 EDT — Published on August 09, 2026 EDT Micron is using automakers to hedge the next memory bust. Ford and GM are locking in supply while memory is scarce and expensive. But chip shortages do not last forever. Capacity expands, supply catches up, and commodity pricing eventually breaks. So the automakers get very expensive certainty. Micron gets customers committed before the downturn arrives. We published how we’re trading the memory cycle. Comment LETTER to get the research. uajcVT6DPO7 3JF1zohPICE Tbqpj4eDGqY QT7fYMOxkUq iWElVL6N3hS Pz9saM9Xbcv nHRcS2OQ6Jh
Micron is using automakers to hedge the next memory bust. Ford and GM are locking in supply while memory is scarce and expensive. But chip shortages do not last forever. Capacity expands, supply catches up, and commodity pricing eventually breaks. So the automakers get very expensive certainty. Micron gets customers committed before the downturn arrives. We published how we’re trading the memory cycle. Comment LETTER to get the research. uajcVT6DPO7 3JF1zohPICE Tbqpj4eDGqY QT7fYMOxkUq iWElVL6N3hS Pz9saM9Xbcv nHRcS2OQ6Jh