COMPANIES · CHIP MFG & PACKAGING
Micron
In the AI Economy Index: Major, 3.00% (as of 2 October 2026)
Makes memory and storage products, including high-bandwidth memory for AI accelerators. Fiscal 2026 revenue $133.19bn; fiscal Q4 $54.23bn. Says it has completed agreements for the vast majority of its calendar 2027 HBM bit supply.
Makes memory and storage products, including high-bandwidth memory for AI accelerators. Fiscal 2026 revenue $133.19bn; fiscal Q4 $54.23bn. Says it has completed agreements for the vast majority of its calendar 2027 HBM bit supply.
It is one of three global suppliers of the high-bandwidth memory that AI accelerators need to move data fast enough to keep GPUs busy.
Sells memory and storage products, including HBM, to computing and AI-hardware customers.
United States
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Our view would change if Micron disclosed that agreements for the vast majority of its calendar 2027 high-bandwidth memory bit supply had been reduced or ended. It would also change if high-volume shipment of its HBM4, designed for NVIDIA's Vera Rubin platform, were disclosed as stopped, or if its work with NVIDIA on a custom HBM4E, NV-HBM, were disclosed as ended. A disclosed cancellation of the Strategic Customer Agreements named in its 30 September 2026 earnings release, or a disclosed early return of the customer contract deposits in that release, would change it too: noncurrent customer contract liabilities were $12.895 billion at 3 September 2026, up from $568 million at 28 May 2026, and the year's financing cash flow includes $12.747 billion of proceeds from those deposits.
Things anyone could observe that would change how this map describes the company. They are not forecasts, and they are not a view on the company's securities.
Connections (11)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (6)
Source: 2026-06-24 · reviewed 2026-09-27
Evidence: Primary-source statement · Multi-year supply agreement concluded (announced June 2026)
Limits: Does not disclose order value, tool counts or delivery schedule.
Micron fiscal Q3 2026 prepared remarks ↗Source: 2026-03-16 · reviewed 2026-09-27
Evidence: Primary-source statement · Reported operating
Limits: Micron says the HBM4 is designed for NVIDIA Vera Rubin and in volume shipment, but does not name NVIDIA as the buyer or disclose volumes, pricing or exclusivity.
Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2 ↗Source: 2026-01-30 · reviewed 2026-09-22
Evidence: Primary-source statement · Reported operating
Limits: Describes a technical IP-integration collaboration; does not disclose commercial terms or which shipping Micron products use this Cadence IP.
Advancing DLEP verification and compliance with Cadence Design Systems ↗Source: 2025-12-08 · reviewed 2026-09-20
Evidence: Primary-source statement · Active, currently recognized supplier relationship
Limits: Confirms an active, recognized equipment-supply relationship; does not disclose contract value, equipment volumes, or which specific Micron fabs or nodes the equipment serves.
Lam Research Wins 2025 Micron Outstanding Front End Equipment Supplier Award ↗Source: 2025-06-12 · reviewed 2026-09-20
Evidence: Primary-source statement · Active, shipping design-in as of mid-2025
Limits: Confirms design-in and product integration with on-record quotes from both companies; does not disclose purchase volumes, contract value, or Micron's share of AMD's total HBM sourcing versus Samsung.
Micron HBM Designed into Leading AMD AI Platform ↗Source: 2024-12-10 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating (agreement term)
Limits: Patent license only; does not establish fees paid, product purchases, or use in any specific Micron product.
Rambus and Micron Technology Extend Patent License Agreement ↗Dated or announced (2)
Source: 2026-08-04 · reviewed 2026-09-26
Evidence: Primary-source statement · Technology demonstration; not a joint shipping product
Limits: A trade-show demonstration; does not establish a commercial agreement, joint product, customer deployments or revenue for either company.
Microchip Technology, in Collaboration With Micron Technology, Demonstrates High-Performance PCIe Gen 6 Storage Architecture for AI and Data Center Infrastructure ↗Source: 2024-02-26 · reviewed 2026-09-17
Evidence: Primary-source statement · Product supply announced
Limits: Source announced future H200 shipments. Not current market share or an exclusive supply agreement.
Micron HBM3E volume production ↗Comparisons (3)
Source: 2026-07-15 · reviewed 2026-09-26
Evidence: Analytical comparison · Product/market overlap
Limits: Market overlap only; CXMT lags in high-bandwidth memory, and this does not establish head-to-head wins for specific customers.
Explainer-What is CXMT and how did it become China's DRAM champion? (Reuters via Yahoo Finance) ↗Source: 2025-04-13 · reviewed 2026-09-22
Evidence: Analytical comparison · Reported operating
Limits: Share figures are as reported by this outlet, not company-disclosed, and describe 2024-2025 market share which may have shifted since.
Micron makes aggressive HBM push to challenge Samsung, SK ↗Source: 2025-04-13 · reviewed 2026-09-22
Evidence: Analytical comparison · Reported operating
Limits: Share figures are as reported by this outlet, not company-disclosed, and describe 2024-2025 market share which may have shifted since.
Micron makes aggressive HBM push to challenge Samsung, SK ↗Micron Technology, Inc. Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.25.43, released .