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Guojin Securities says Micron Technology has signed 16 Strategic Customer Agreements (SCAs) covering data center, consumer electronics and automotive end markets; auto SCAs run three years, other SCAs are mostly five years. Those 16 SCAs represent ro

2026-06-26

Guojin Securities says Micron Technology has signed 16 Strategic Customer Agreements (SCAs) covering data center, consumer electronics and automotive end markets; auto SCAs run three years, other SCAs are mostly five years. Those 16 SCAs represent roughly 20% of Micron's DRAM shipments and about one-third of its NAND shipments. The SCAs’ price floors would deliver profitability above prior cycle peaks. Micron expects DRAM and NAND tightness to persist into 2027. Guojin projects sustained supply tightness in the memory sector and continued high profitability at Micron; wider SCA adoption is likely to reduce Micron’s realized-price volatility and earnings cyclicality.

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2026-06-25

Romania's foreign ministry said it expelled Russia's consul general in Constanta after a drone crash, and called Russia's subsequent expulsion of Romanian diplomats "predictable".

Romania's foreign ministry said it expelled Russia's consul general in Constanta after a drone crash, and called Russia's subsequent expulsion of Romanian diplomats "predictable".
2026-06-26

Hong Kong-listed optical communication stocks collectively declined, with Yangtze Optical Fibre and Cable (06869.HK) falling over 9%, Sunny Optical Technology (02382.HK) falling over 8%, Huiju Technology (01729.HK) falling over 7%, Cambridge Technolo

Hong Kong-listed optical communication stocks collectively declined, with Yangtze Optical Fibre and Cable (06869.HK) falling over 9%, Sunny Optical Technology (02382.HK) falling over 8%, Huiju Technology (01729.HK) falling over 7%, Cambridge Technology (06166.HK) falling nearly 6%, and Xizhi Technology-P (01879.HK) falling over 4%.
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