semiconductor supply

Ford and Micron announced on July 6, 2026, a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicles, tying the automaker’s future production plans to Micron’s expanding U.S. automotive chip capacity. The deal, detailed by Micron and...

Micron reported fiscal third-quarter 2026 revenue of $41.46 billion and GAAP net income of $28.24 billion for the quarter ended May 28, with record gross margin and multiyear customer agreements driven by the AI memory shortage. That is the plain answer behind the viral question about whether...