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Micron Technology

MUsupplier

Micron Technology is one of only three companies worldwide capable of manufacturing cutting-edge DRAM and NAND flash memory. Its HBM3e products are critical components inside NVIDIA and AMD AI accelerators, giving Micron a strategic role in the AI infrastructure build-out.

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Productos e Ingresos

Participación de Ingresos por Producto

Desglose de Ingresos ($32.8B)

Datos estáticos (cargando finanzas en tiempo real…)

Compute & Networking (CNBU) (48%)
Mobile (MBU) (22%)
Storage (SBU) (18%)
Embedded (EBU) (12%)

Composición de segmentos y clientes principales

Detalles del producto

HBM3e22%

High-bandwidth memory for AI accelerators and GPUs

DDR5 DRAM30%

Next-generation server and PC memory modules

LPDDR5X15%

Low-power DRAM for smartphones and edge devices

NAND Flash / SSDs25%

Enterprise and consumer solid-state drives

Automotive Memory8%

Specialized DRAM and NAND for ADAS and infotainment

Relaciones en la Cadena de Suministro

Clientes Clave

NVIDIA Corporation

HBM3e for GPUs

Impacto: $5B+ annually

Tesla, Inc.

Automotive DRAM and NAND

Impacto: $500M+

Competidores

SK Hynix

HBM, DRAM, NAND

Impacto: Primary competitor in memory

Samsung Electronics

HBM, DRAM, NAND

Impacto: Primary competitor in memory

Proveedores Clave

ASML Holding

EUV lithography for DRAM

Impacto: Critical for leading-edge DRAM

Applied Materials

Deposition and etch equipment

Impacto: High

Contexto macro y de mercado

반도체Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Próximos catalizadores

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

Problemas de cadena de suministro

↑ 생산 확대HBM3e 8단 양산 — NVDA GB200 독점 공급
2026-04

Micron HBM3e 8Hi NVDA에 단독 공급 개시. 삼성·SK하이닉스 대비 저전력·고성능으로 설계 인증 완료.

↑ 생산 확대아이다호 팹 투자 $15B — CHIPS법 보조금 수령
2026-03

미국 상무부 CHIPS법 보조금 $6.1B 확정. 아이다호 보이시 DRAM 팹 건설 착공, 2028년 양산 목표.

⚡ 리스크中 사이버보안 심사 후속 우려
2026-02

중국 정부 Micron 제품 구매 제한 일부 유지 중. 중국 DRAM 대체품 부재로 실질 영향 제한적.

Señales Institucionales

InstituciónAcciónValorTrimestreFecha de presentación
BlackRockaccumulating$339M2024.062024-08-13↑
BlackRockaccumulating$98M2024.062024-08-13↑
BlackRockaccumulating$153M2024.062024-08-13↑
BlackRockaccumulating$16M2024.062024-08-13↑
BlackRockaccumulating$21M2024.062024-08-13↑
BlackRockaccumulating$564M2024.062024-08-13↑
BlackRockaccumulating$433M2024.062024-08-13↑
BlackRockaccumulating$4.2B2024.062024-08-13↑
BlackRockaccumulating$3.2B2024.062024-08-13↑
BlackRockaccumulating$256M2024.062024-08-13↑
BlackRockaccumulating$331M2024.062024-08-13↑
BlackRockaccumulating$187M2024.062024-08-13↑
BlackRockaccumulating$286M2024.062024-08-13↑
BlackRockreducing$8M2024.062024-08-13↓
BlackRockaccumulating$1.2B2024.062024-08-13↑
BlackRockaccumulating$59M2024.062024-08-13↑
BlackRockaccumulating$45M2024.062024-08-13↑
BlackRockaccumulating$432M2024.062024-08-13↑
BlackRockaccumulating$35M2024.062024-08-13↑
BlackRockreducing$7M2024.062024-08-13↓
BlackRockreducing$158K2024.062024-08-13↓
BlackRockaccumulating$231M2024.062024-08-13↑
BlackRockreducing$894K2024.062024-08-13↓
BlackRockreducing$250K2024.062024-08-13↓
BlackRockreducing$118K2024.062024-08-13↓
BlackRockreducing$5M2024.062024-08-13↓
BlackRockaccumulating$37M2024.062024-08-13↑
BlackRockreducing$2M2024.062024-08-13↓
BlackRockreducing$1M2024.062024-08-13↓
BlackRockreducing$184K2024.062024-08-13↓
BlackRockaccumulating$19M2024.062024-08-13↑
Vanguard Groupreducing$2K2025.122026-01-29↓
Vanguard Groupaccumulating$518M2025.122026-01-29↑
Vanguard Groupaccumulating$1.8B2025.122026-01-29↑
Vanguard Groupaccumulating$27.3B2025.122026-01-29↑
Vanguard Groupaccumulating$152M2025.122026-01-29↑
Vanguard Groupaccumulating$68K2025.122026-01-29↑
Vanguard Groupaccumulating$701M2025.122026-01-29↑
State Streetaccumulating$15.1B2025.122026-02-13↑
Wellington Managementaccumulating$972M2025.122026-02-17↑
Wellington Managementreducing$301K2025.122026-02-17↓
Wellington Managementaccumulating$14M2025.122026-02-17↑
Wellington Managementreducing$1M2025.122026-02-17↓
Wellington Managementreducing$3M2025.122026-02-17↓
Wellington Managementreducing$833K2025.122026-02-17↓
Wellington Managementreducing$12M2025.122026-02-17↓
Wellington Managementreducing$35K2025.122026-02-17↓
Wellington Managementaccumulating$14M2025.122026-02-17↑
Wellington Managementreducing$12K2025.122026-02-17↓
FMR (Fidelity)accumulating$8.8B2025.122026-02-17↑
FMR (Fidelity)accumulating$261M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)accumulating$102M2025.122026-02-17↑
FMR (Fidelity)accumulating$1.1B2025.122026-02-17↑
FMR (Fidelity)reducing$7M2025.122026-02-17↓

Propiedad institucional

Base 13F · Q4 2025
InstituciónCambio% participaciónTrim. anteriorAccionesValorSEC
BlackRockAumentada2.10%—23.3M acciones$2,100M13F
VanguardMantenida1.90%—20.6M acciones$1,850M13F
FidelityAumentada1.00%—10.9M acciones$980M13F
CitadelNueva posición0.35%—3.8M acciones$340M13F
Participación total rastreada: 5.35%Valor total: $5,270MBasado en SEC EDGAR 13F-HR · retraso de 45 días

Últimas noticias

Cargando noticias...

Análisis IA

Haz clic en "Obtener Análisis IA" para un análisis de cadena de suministro de Micron Technology impulsado por IA.

Información de la Empresa

Sede Central

Boise, Idaho, USA

Fundación

1978

Empleados

48,000+

Sitio Web

micron.com

Puntuación de Brecha Informativa

Puntuación de Brecha70
Brecha BajaBrecha Alta

Actividad Institucional

83

Puntuación de Medios

35

Posición en Cascada

Rol en la Cascada

first follower

Retraso Típico

0-1 trading days

Micron's HBM3e ramp is gated by NVIDIA orders; strong NVIDIA guidance validates Micron's HBM revenue trajectory.

Ver Cascada Completa

Estado del sector — 반도체

Noticias del sector

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Temas clave

  • •AI 가속기(H100/B200) 수요 공급 불균형 지속
  • •Gate-All-Around 공정 전환 → 장비 교체 사이클
  • •HBM3e/HBM4 양산 경쟁 — SK하이닉스·마이크론·삼성

Próximos catalizadores

  • ◆TSMC Q2 실적 (2026.04.17)
  • ◆NVIDIA GB300 양산 착수 발표