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From FLEX earnings calls
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13:30
Feb 04 ◎
Revathi Advaithi CEO, Flex Ltd. FLEX Q3 FY26 call
While memory prices are skyrocketing, Flex is insulated as most memory is procured by customers directly, though it bakes allocation into forecasts. — Confirms that memory suppliers are prioritizing allocation to data centers, and that raw memory price inflation is not a major direct margin headwind for contract manufacturers like Flex.
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About MU Analyst Coverage

Buzzberg tracks MU (Micron Technology, Inc.) across 1 sources. 0 bullish vs 0 bearish calls from 1 analysts. Sentiment: evenly split. 1 total trade idea tracked. Latest voices: Revathi Advaithi.