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The themes Micron Technology is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.
The themes it is part of
Highest-graded in Semiconductors
Graded A or B and worth $2B or more: A first, then the largest.
NVDANVIDIA Corp.$3.92TA+
AVGOBroadcom Inc.$1.66TA+
AMDAdvanced Micro Devices, Inc.$876.1BA+
TXNTexas Instruments Inc.$277.4BA+
ARMARM Holdings plc$202.7BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Cloud Memory Business Unit: memory for large cloud providers and high-bandwidth memory for data centers33%
- Core Data Center Business Unit: memory and storage for cloud, enterprise, and data-center equipment customers28%
- Mobile and Client Business Unit: memory and storage for phones, computers, and consumers28%
- Automotive and Embedded Business Unit: memory and storage for vehicles, industrial equipment, and consumer devices11%
売上構成比はfiscal Q3 2026 ended May 28, 2026, high confidenceの推計であり、提出された報告書の数字ではありません。
競合
- SSNLFSamsung Electronics Co., Ltd.
- HXSCFSK hynix Inc.
- KXSCFKioxia Holdings Corporation
- SNDKSandisk CorporationA
- 規模
- $125.9B
- 利益率
- 67.0%
- ChangXin Memory Technologies, Inc. (CXMT)
- Yangtze Memory Technologies Co., Ltd. (YMTC)
何を売っているか5
DRAM, including high-bandwidth memory
Temporary working memory used in servers, computers, graphics equipment, phones, vehicles, and other devices. High-bandwidth memory is a stacked form of DRAM designed to move data quickly for artificial intelligence and other demanding computing tasks.
NAND flash and solid-state drives
NAND flash stores data without power. Micron sells it as chips and in SSDs, which use flash memory, a controller, and software to store and retrieve data in data centers and computers.
Managed NAND and multi-chip packages
Managed NAND combines flash memory with a controller and software that handle memory-management tasks. Multi-chip packages combine memory types, such as DRAM and NAND, in one compact package for phones, vehicles, and embedded devices.
さらに2件を表示
NOR memory
Non-volatile memory with fast read speeds, commonly used to store startup, application, and operating-system code in automotive, industrial, and consumer devices.
Micron and Crucial-branded memory and storage products
Products sold under Micron and Crucial brands, including memory and SSDs for computers and consumer use. Micron also sells products under private labels.
誰が買っているか6
- Large cloud-computing providers buy memory for servers and high-bandwidth memory for data-center systems, primarily through Micron's direct sales organization.
- Mid-sized cloud providers, businesses, and data-center equipment makers buy server memory and data-center storage products, including SSDs.
- Mobile-device makers buy memory and storage chips and packages for smartphones and other mobile products.
さらに3件を表示
- Computer makers buy memory and SSDs for desktop and notebook computers; consumers can also buy Crucial-branded products through Micron's website and retail or distribution partners.
- Automotive, industrial, and consumer-device makers buy memory and storage products for vehicles, industrial equipment, and connected devices.
- Distributors, retailers, and independent sales representatives help sell Micron products; distributors may also carry competing semiconductor products.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 1Revenue is concentrated among large customers: the ten largest customers accounted for approximately 50% of revenue (each of fiscal 2023, 2024, and 2025, high confidence).
- 2Manufacturing depends on specialized materials, components, equipment, subcontractors, and services. Some supplies or services have only a limited number of qualified sources, and production also needs reliable electricity, gas, and water.
- 3Micron manufactures products across several countries and relies on international trade. Export restrictions, tariffs, geopolitical tensions, and China's restriction on Micron products for certain critical-infrastructure operators can affect sales or supply.
うまくいかなくなる可能性
- 1Prices for memory and storage products can change substantially as supply and customer demand shift. The latest quarterly report said artificial-intelligence-driven demand was exceeding industry supply and contributing to higher prices; a change in those conditions could affect revenue and profit.
- 2Production problems, shortages of specialized materials or components, or interruptions to power, water, equipment, or third-party services could limit Micron's ability to make and ship products. Building and ramping new fabrication facilities also requires specialized equipment, contractors, and substantial investment.
- 3Competition and changing trade rules can affect Micron's ability to sell and produce its products. The company faces competitors investing in memory production, and export controls, tariffs, geopolitical tensions, and China's restriction on certain purchases of Micron products may limit sales or disrupt operations.
Micron Technology Inc.について
Micron designs and manufactures semiconductor memory and storage products. Dynamic random-access memory (DRAM) provides temporary working memory, while NAND flash stores data when power is off and NOR memory is often used to store code. Micron sells these products as chips, modules, and solid-state drives (SSDs) to customers in data centers, personal computers, mobile devices, vehicles, and other markets.
- 本社
- Boise, Idaho, United States
- 設立
- 1978
- 従業員数
- Approximately 53,000 (August 28, 2025, high confidence)
- 上場市場
- Nasdaq
- 決算期
- A 52- or 53-week period ending on the Thursday closest to August 31
Micron Technology Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。