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Customers who skipped SCAs (Long Term Agreements), may not get memory allocation in the next shortage.
"My view is that, if some customers are wanting to be adventurous on the terms of these SCAs and complying with the terms of these SCAs, what happens when there is the next shortage? They may not be able to get much allocation at that time. All right? There have been customers who have treated memory very tactically in the past, and those customers are struggling even more right now to get allocation, in a tight environment. I do think that customers recognize the strategic nature of the engagement and intend to think of this as a long-term partnership."
-Micron Chief Business Officer.