AI · Robotics · Space — Technology stocks & company analysis
Company research
Micron Technology (MU)MU · Estimated market cap: $1.08T USD · As of 2026-10-13
HBM, server DRAM and data-center SSDs.
Loading indicator history…
Events use source publication dates; missing prices are not filled.
Provides memory, storage or data infrastructure for AI workloads.
Sources may describe historical activity or future plans. Source publication dates do not confirm current deliveries. ✓ Verified means one of the two companies confirmed the relationship in its own filing, investor-relations release or official announcement, and the source link was checked on the review date.
Documented — status as described by source
Lam Research supplies Micron Technology.
Micron recognized Lam as its 2025 outstanding front-end equipment supplier
Dated company disclosure; no exclusive supply, contract value or current shipment volume inferred.
Source published: 2025-12-08
Design tools / technical qualification
Documented — status as described by source
Primarius Technologies supplies Micron Technology.
Product / business: Design tools / technical qualification
Primarius named this company among EDA customers in its IPO-era corporate announcement
Historical named customer; current contract size and continued use are not independently established.
Source published: Unknown
HBM3E / Instinct MI350
Documented — status as described by source
Micron Technology supplies AMD.
Product / business: HBM3E / Instinct MI350
HBM3E design integration in Instinct MI350
Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.
Source published: Unknown
Verified · reviewed 2026-10-01
HBM4 / Vera Rubin / SOCAMM2 / Memory and storage
Documented — status as described by source
Micron Technology supplies NVIDIA.
Product / business: HBM4 / Vera Rubin / SOCAMM2 / Memory and storage
Micron reported Q1 2026 volume shipments of HBM4 designed for Vera Rubin, plus mass-production SOCAMM2 and 9650 SSD support for NVIDIA platforms
Vendor disclosure; does not establish exclusive supply, NVIDIA purchase volumes or system deployment dates.
Source published: 2026-03-16
Verified · reviewed 2026-10-01 · Documented — status as described by source
Editorial sources snapshot · 2026-10-01
Micron Technology supplies NVIDIA.
Product / business: Memory and storage
NVIDIA's FY2026 Form 10-K names Micron as a memory supplier.
The filing does not identify HBM generations, qualification of a specific product, volumes, supplier shares or exclusivity. Product production and future partnership announcements are separate evidence.
Source published: 2026-02-25
Chip packaging and testing
Announced / planned — delivery not confirmed
Applied Materials and Micron Technology announced a collaboration plan.
Product / business: Chip packaging and testing
Applied Materials and Micron announced EPIC Center collaboration on DRAM, HBM, NAND and advanced packaging
Dated company disclosure; no exclusive supply, contract value or current shipment volume inferred.
Source published: 2026-03-10
Xeon / Memory and storage
Documented — status as described by source
Intel and Micron Technology have a documented ecosystem integration or collaboration.
Product / business: Xeon / Memory and storage
Micron and Intel collaborate on Xeon memory and storage validation
Platform validation is not evidence that Intel purchases the memory. The partner page has no publication date.
Source published: Unknown
Memory and storage
Documented — status as described by source
Micron Technology and Supermicro have a documented ecosystem integration or collaboration.
Product / business: Memory and storage
Micron identifies joint STAC-M3 benchmarking with Supermicro and Intel using Micron SSDs and DDR5
Benchmark collaboration only; no direct supply contract, shipment volume or AI production deployment is established. Undated page.
Source published: Unknown
Period ended 2026-09-03 · quarter
Loading SEC business and financials…
Listing data synced 2026-04-16. This is the listing record date, separate from quote updates.
Period ended 2026-05-28 · Published 2026-06-25
Sources checked 2026-09-13 · Profile review date, separate from quote updates.
Loading views…
Loading your outlook…
Loading…
Loading company activity...
Estimated market cap
1.08T USD
As of 2026-10-13
Latest cached closing price × SEC reported shares outstanding.
Share count as of 2026-10-02
Filed 2026-10-09 ↗Annual report for the year ended 2026-09-03. These are reported annual figures, not trailing twelve-month estimates.
We are a global leader in semiconductor memory and storage, powering AI and compute-intensive applications from cloud to edge. With a relentless focus on our customers, technology and product leadership, and manufacturing and operational excellence, our comprehensive portfolio of high-performance DRAM, NAND, and NOR solutions deliver the speed, efficiency, and scale today’s workloads demand, accelerating intelligence to enrich life for all.
Excerpt from Item 1 — Business; filed 2026-10-09. May be shortened.
Source: SEC Company Facts. Checked 2026-10-13. Data is refreshed in the background. Missing or ambiguous figures are left unavailable.