Micron Technology (MU)

Micron recognized Lam as its 2025 outstanding front-end equipment supplier

Dated company disclosure; no exclusive supply, contract value or current shipment volume inferred.

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.

HBM3E design integration in Instinct MI350

Only supports the stated product and source date; no exclusivity, procurement value or completed future capacity inferred.

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.

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.

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.

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.

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.