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Micron confirms expanded GM partnership to supply LPDRAM, NOR Flash and UFS NAND tied to its Virginia fab

Micron Technology confirmed for the first time on its Q3 earnings call that it has expanded a strategic partnership with General Motors, supplying key in-vehicle memory components including LPDRAM, NOR Flash and UFS NAND tied to capacity at its Virginia plant. The deal is one of 16 disclosed strategic customer agreements with a total value of $100 billion, with $22 billion already secured through cash and financial commitments. In the same quarter, Micron reported Q3 revenue up 346% year over year to $414.6 billion, while its automotive segment generated $46 billion, up 318%. The company guided for Q4 revenue of $490–$510 billion, exceeding expectations.