Micron Technology

As of 2026-10-09, Micron Technology has 170 tracked suppliers and 12 tracked customers in this dataset; its largest supplier by market cap is ASML.

Sourced from 2 references — SEC filing, primary source — last verified .

Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.

Ticker
NASDAQ: MU
Headquarters
Boise
Founded
1978
Employees
48,000
Revenue
$37.4B (FY2025) · +48.9% YoY
Net income
$8.5B
Operating margin
26.1%
Market position
major
Value-chain segment
DRAM, NAND, HBM
Key products
DDR5, HBM3E, NAND SSDs

About Micron Technology

Micron Technology, headquartered in United States, operates in the DRAM and NAND and HBM segments of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include DDR5, HBM3E, NAND SSDs. wafergraph maps 170 tracked suppliers and 12 tracked customers for Micron Technology across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. Micron Technology is a party to 2 tracked deals, including Micron's NY & Idaho memory megafabs; Micron CHIPS Act grant.

Micron Technology, Inc. is an American multinational semiconductor company that manufactures computer memory and computer data storage products, including dynamic random-access memory (DRAM), flash memory, High Bandwidth Memory (HBM), and solid-state drives (SSDs). Founded in 1978 in Boise, Idaho, Micron is the only major American computer memory manufacturer. It is one of the "Big Three" computer memory manufacturers, along with the South Korean companies Samsung Electronics and SK Hynix.

Role in the chain

Micron Technology is a market major in Memory (DRAM), headquartered in United States. Only US-based DRAM/NAND maker; ramping HBM for AI accelerators.

Diligence questions

  1. The dataset records 170 tracked suppliers for Micron Technology. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 43 of Micron Technology's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF). Which of those are actually single-source for the process step you care about?
  3. The dataset names 12 tracked customers for Micron Technology. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Micron Technology is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Micron Technology trades as NASDAQ:MU. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Micron Technology

Key products

  • DDR5
  • HBM3E
  • NAND SSDs

Suppliers

Customers

More Memory companies

Compare with

Samsung Electronics · SK hynix · Nanya Technology · Winbond Electronics · Kioxia Holdings · SanDisk

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Micron Technology — supply chain, financials & market position”, https://wafergraph.com/company/micron (data as of 2026-10-09).

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