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.

⇄ Compare

Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($32.8B)

Data statis (memuat keuangan langsung…)

Compute & Networking (CNBU) (48%)

Mobile (MBU) (22%)

Storage (SBU) (18%)

Embedded (EBU) (12%)

Komposisi segmen dan pelanggan utama

Detail produk

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

Hubungan Rantai Pasok

Pelanggan Utama

NVIDIA Corporation

HBM3e for GPUs

Dampak: $5B+ annually

Tesla, Inc.

Automotive DRAM and NAND

Dampak: $500M+

Pesaing

SK Hynix

HBM, DRAM, NAND

Dampak: Primary competitor in memory

Samsung Electronics

HBM, DRAM, NAND

Dampak: Primary competitor in memory

Pemasok Utama

ASML Holding

EUV lithography for DRAM

Dampak: Critical for leading-edge DRAM

Applied Materials

Deposition and etch equipment

Dampak: High

Konteks makro dan pasar

반도체Berita sektor

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

Katalis mendatang

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

Masalah rantai pasokan

↑ 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.

Berita terkini

Memuat berita...

Analisis AI

Klik "Dapatkan Analisis AI" untuk analisis rantai pasok Micron Technology.

Info Perusahaan

Kantor Pusat

Boise, Idaho, USA

Didirikan

1978

Karyawan

48,000+

Situs Web

micron.com

Posisi Kaskade

Peran dalam Kaskade

first follower

Keterlambatan Tipikal

0-1 trading days

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

Lihat Kaskade Lengkap

Gambaran umum sektor — 반도체

Berita sektor