Sean(@sean_________):Barclay's upgrade $SNDK & revising $MU higher: SNDK: We think this type of contract fundamentally changes the way memory players can decide and allocate business, making their environment much more secure and protected on the downside MU: We are of the opinion that as MU signs more of these SCAs they will provide similar information to SNDK, giving details on the financial hooks and potential prepayment structures they are contracting. When these details come to light, we see it as a positive catalyst and another step forward in the sustainability of this memory cycle.

2026.05.26 21:30

Barclay's upgrade $SNDK & revising $MU higher: SNDK: We think this type of contract fundamentally changes the way memory players can decide and allocate business, making their environment much more secure and protected on the downside MU: We are of the opinion that as MU signs more of these SCAs they will provide similar information to SNDK, giving details on the financial hooks and potential prepayment structures they are contracting. When these details come to light, we see it as a positive catalyst and another step forward in the sustainability of this memory cycle.

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