Micron Technology has signed a long-term supply agreement with Ford Motor Company, giving the US carmaker a more secure pipeline of memory and storage chips for future vehicles.
The Strategic Customer Agreement covers Micron memory and storage solutions for Ford’s next-generation vehicle production, with both companies positioning the deal as a supply-chain resilience move rather than a one-off purchasing arrangement.
Micron said it is expanding output of key automotive memory products to support long vehicle lifecycles and production programmes that depend on stable semiconductor supply.
The company also linked the Ford agreement to its US manufacturing investments, including expanded advanced DRAM production at its Manassas, Virginia plant.
The deal comes as vehicles require more computing power for driver-assistance systems, infotainment, connected services and other data-heavy functions.
Automakers have also become more cautious about chip supply after the shortages that disrupted global vehicle production earlier in the decade.
Ford CEO Jim Farley said high-volume US vehicle production needed a resilient domestic supply chain, while Micron CEO Sanjay Mehrotra said the agreement would support long-term memory and storage supply as vehicles become more intelligent and data-intensive.
Micron said the Ford deal is one of 16 strategic customer agreements it discussed during its fiscal third-quarter 2026 financial conference call.
