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Micron Technology

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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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产品与营收

产品营收占比

营收构成 ($32.8B)

静态数据（加载实时财务…）

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

业务板块构成与主要客户

产品详情

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

供应链关系

主要客户

NVIDIA Corporation

HBM3e for GPUs

影响: $5B+ annually

Tesla, Inc.

Automotive DRAM and NAND

影响: $500M+

竞争对手

SK Hynix

HBM, DRAM, NAND

影响: Primary competitor in memory

Samsung Electronics

HBM, DRAM, NAND

影响: Primary competitor in memory

主要供应商

ASML Holding

EUV lithography for DRAM

影响: Critical for leading-edge DRAM

Applied Materials

Deposition and etch equipment

影响: High

宏观与市场背景

반도체行业新闻

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

近期催化剂

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

供应链问题

↑ 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.

机构信号

机构操作价值季度申报日期
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↓

机构持股情况

13F基准 · Q4 2025
机构变动持股比例上季度持股数市值SEC
BlackRock增持2.10%—23.3M股$2,100M13F
Vanguard维持1.90%—20.6M股$1,850M13F
Fidelity增持1.00%—10.9M股$980M13F
Citadel新建仓0.35%—3.8M股$340M13F
跟踪机构合计持股比例: 5.35%合计市值: $5,270MSEC EDGAR 13F-HR基准 · 45天延迟披露

最新新闻

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AI 分析

点击「获取 AI 分析」以获得 Micron Technology 的 AI 供应链分析。

企业信息

总部

Boise, Idaho, USA

成立时间

1978

员工人数

48,000+

新闻盲区评分

盲区评分70
低盲区高盲区

机构活动

83

媒体评分

35

连锁位置

连锁中的角色

first follower

典型延迟

0-1 trading days

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

查看完整连锁分析

行业概况 — 반도체

行业新闻

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

核心主题

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

近期催化剂

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