Ben Bajarin(@BenBajarin):This quote is telling from the $MU discussion at KeyBanc with Sumit Sadana: "So we have visibility now and deep engagements with our customers on the engineering side that stretches out to roadmaps at our customers that are beyond 2030 time frame. I mean, when we started, you know, in the memory industry many years ago, it was rare to even understand, you know, what next year's products are going to be at our customers. And now we have, I would argue, even longer term visibility than most in the semiconductor industry have across the different semiconductor markets, and we have these deep engagements"

2026.08.10 23:21

This quote is telling from the $MU discussion at KeyBanc with Sumit Sadana: "So we have visibility now and deep engagements with our customers on the engineering side that stretches out to roadmaps at our customers that are beyond 2030 time frame. I mean, when we started, you know, in the memory industry many years ago, it was rare to even understand, you know, what next year's products are going to be at our customers. And now we have, I would argue, even longer term visibility than most in the semiconductor industry have across the different semiconductor markets, and we have these deep engagements"