The Micron outlook drew a Buy rating from Bank of America following analyst meetings with senior management in New York and Boston. Details available on October 26, 2026, highlighted longer-term customer commitments and planned advances in high-bandwidth memory, DRAM and NAND.

Micron outlook centers on longer customer commitments

Management described improved visibility into memory supply for 2027 and 2028, alongside supply and capacity agreements that include committed bit quantities and cash commitments.

Micron expects those agreements to cover around 35% of overall revenue and is targeting 50% by 2030. These are management expectations, not reported revenue contributions.

Longer customer commitments could make future demand easier to plan for. They do not, by themselves, establish that the memory business has become less cyclical or guarantee future profitability.

Production roadmap sets out 2027 targets

Micron said its high-bandwidth memory technology can support stacks ranging from four to 16 layers. Its next DRAM node, 1-delta, is scheduled for volume production in the second half of 2027.

For NAND storage chips, management expects the G11 generation to approach 400 layers and double bit capacity compared with G9 by the end of 2027. Those milestones remain planned developments rather than completed production achievements.

Separately, Micron’s October 19 technology webinar announcement outlined a discussion of DRAM, HBM and NAND roadmaps led by President and Chief Technology and Products Officer Scott DeBoer, scheduled for October 21. That announcement provides context for the company’s technology priorities, but does not confirm the specific production targets.

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