Micron Technology and Ford Motor Company have signed a long term Strategic Customer Agreement to lock in automotive memory and storage supply for Ford’s next generation vehicles. The deal is aimed squarely at keeping critical components flowing as cars become more software driven and data hungry, from advanced driver assistance systems to rich in cabin experiences.
As part of the agreement, Micron is ramping output of key automotive memory products and backing that growth with capacity expansions built around long product lifecycles and steady supply for major vehicle programs.
Those investments sit inside Micron’s broader push to scale memory and storage responsibly with global demand, support the automotive ecosystem and reinforce US based semiconductor infrastructure.investors.
The Ford pact is also supported by Micron’s ongoing effort to expand and localize manufacturing for auto customers, including its advanced DRAM production in Manassas, Virginia.
That fab, which has been upgraded with multi billion dollar investment, is positioned to deliver the longevity, output and supply predictability that long running vehicle platforms require.
Leadership Comments
“Producing the high-volume vehicles of the future in the U.S. will require a resilient supply chain,” said Jim Farley, President and CEO of Ford Motor Company. “We applaud Micron’s commitment to manufacturing in America, expanding its domestic production and investing in a skilled workforce.”
“We are proud to extend our collaboration with Ford to help ensure a reliable, long-term supply of memory and storage solutions,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “As vehicles become more intelligent and data-intensive, the importance of advanced memory and storage continues to grow, making collaboration and long-term supply increasingly important. Through supply assurance, deep technology collaboration, and continued investment in manufacturing capacity, we are helping enable consistent, long-term support for Ford’s next-generation vehicle production as demand for advanced memory continues to grow.”
This SCA is one of the 16 discussed on Micron’s fiscal third-quarter 2026 financial conference call.
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