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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.US$4.01TA+
AVGOBroadcom Inc.US$1.74TA+
AMDAdvanced Micro Devices, Inc.US$960.6BA+
TXNTexas Instruments Inc.US$285.5BA+
ARMARM Holdings plcUS$212.6BA+
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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- 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%
매출 비중은 fiscal Q3 2026 ended May 28, 2026, high confidence 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- SSNLFSamsung Electronics Co., Ltd.
- HXSCFSK hynix Inc.
- KXSCFKioxia Holdings Corporation
- SNDKSandisk CorporationA
- 규모
- US$133.3B
- 이익률
- 67.0%
- ChangXin Memory Technologies, Inc. (CXMT)
- Yangtze Memory Technologies Co., Ltd. (YMTC)
무엇을 파는가5
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.
2개 더 보기
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.
누가 사는가6
- 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.
3개 더 보기
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Boise, Idaho, United States
- 설립
- 1978
- 임직원 수
- Approximately 53,000 (August 28, 2025, high confidence)
- 상장 시장
- Nasdaq
- 회계연도 종료
- A 52- or 53-week period ending on the Thursday closest to August 31
Micron Technology Inc.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.