General Motors (GM) has struck a strategic customer agreement with Micron Technology to lock in a longer-term supply of memory and storage products regarded as important to vehicle manufacturing and large-scale deliveries.
The arrangement also extends beyond current supply commitments, with GM and Micron continuing joint work on the memory and storage technologies required for future vehicle programmes.
Their co-operation is set to include closer alignment on upcoming product specifications, optimisation at system level, and qualification work around advanced memory technologies intended for GM’s next-generation vehicle platforms and development roadmap.
Carmakers require a dependable flow of components to support vehicles with long production lifecycles, making memory supply a key industry concern as global semiconductor demand rises.
DRAM, NAND flash and LPDDR chips are used in advanced driver assistance systems, infotainment and digital cockpit systems, and demand for automotive-certified memory increased sharply in 2025 and 2026.
According to GlobalData, the parent company of Just Auto, prices are expected to remain elevated until significant new production capacity comes on stream in 2027 and 2028.
General Motors chair and CEO Mary Barra said: “Delivering next-generation vehicles at scale requires a resilient and closely aligned supply chain. Our expanded collaboration with Micron strengthens our access to critical memory technologies while enabling deeper integration across our vehicle platforms, supporting both performance and long-term reliability. This agreement reinforces the supply chain needed to support future vehicle innovation and production.”
Micron said in a statement that the agreement is supported by its continued spending to broaden and localise supply for automotive customers, including advanced DRAM production in Manassas, Virginia.
The company added that its $2bn investment to upgrade the Manassas fabrication facility, where production began earlier this year, is intended to provide support for long product cycles, strengthen supply predictability and help preserve product continuity across the automotive industry.
Micron Technology chairman, president and CEO Sanjay Mehrotra said: “As demand for memory and storage continues to grow, we are investing to extend supply availability, expand capacity and align more closely with our customers to improve supply predictability across the automotive ecosystem.
“Our expanding manufacturing efforts in the United States are designed to enable GM to deliver both near-term products as well as secure US-based supply to support next generation platforms and innovation.”
