Micron Technology

MUsupplier

Micron Technology is one of only three companies worldwide capable of manufacturing cutting-edge DRAM and NAND flash memory. Its HBM3e products are critical components inside NVIDIA and AMD AI accelerators, giving Micron a strategic role in the AI infrastructure build-out.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($32.8B)

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Compute & Networking (CNBU) (48%)

Mobile (MBU) (22%)

Storage (SBU) (18%)

Embedded (EBU) (12%)

Segment Breakdown & Key Customers

Product Details

HBM3e22%

High-bandwidth memory for AI accelerators and GPUs

DDR5 DRAM30%

Next-generation server and PC memory modules

LPDDR5X15%

Low-power DRAM for smartphones and edge devices

NAND Flash / SSDs25%

Enterprise and consumer solid-state drives

Automotive Memory8%

Specialized DRAM and NAND for ADAS and infotainment

Supply Chain Relationships

Key Customers

NVIDIA Corporation

HBM3e for GPUs

Impact: $5B+ annually

Tesla, Inc.

Automotive DRAM and NAND

Impact: $500M+

Competitors

SK Hynix

HBM, DRAM, NAND

Impact: Primary competitor in memory

Samsung Electronics

HBM, DRAM, NAND

Impact: Primary competitor in memory

Key Suppliers

ASML Holding

EUV lithography for DRAM

Impact: Critical for leading-edge DRAM

Applied Materials

Deposition and etch equipment

Impact: High

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Supply Chain Issues

↑ 생산 확대HBM3e 8단 양산 — NVDA GB200 독점 공급

2026-04

Micron HBM3e 8Hi NVDA에 단독 공급 개시. 삼성·SK하이닉스 대비 저전력·고성능으로 설계 인증 완료.

↑ 생산 확대아이다호 팹 투자 $15B — CHIPS법 보조금 수령

2026-03

미국 상무부 CHIPS법 보조금 $6.1B 확정. 아이다호 보이시 DRAM 팹 건설 착공, 2028년 양산 목표.

⚡ 리스크中 사이버보안 심사 후속 우려

2026-02

중국 정부 Micron 제품 구매 제한 일부 유지 중. 중국 DRAM 대체품 부재로 실질 영향 제한적.

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AI Analysis

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Company Info

Headquarters

Boise, Idaho, USA

Founded

1978

Employees

48,000+

Website

micron.com

Cascade Position

Role in Cascade

first follower

Typical Delay

0-1 trading days

Micron's HBM3e ramp is gated by NVIDIA orders; strong NVIDIA guidance validates Micron's HBM revenue trajectory.

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Sector Overview — 반도체

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