Micron

Micron Technology is a leading semiconductor company specializing in memory and storage solutions, founded in 1978 and headquartered in Boise, Idaho. With annual revenues of approximately $25 billion and a market capitalization exceeding $100 billion, Micron is one of only three major manufacturers of DRAM and NAND flash memory globally (alongside Samsung and SK Hynix).

Micron plays a critical role in the AI supply chain as a manufacturer of High Bandwidth Memory (HBM), the specialized memory chips that sit on top of AI accelerators like NVIDIA's H200 and AMD's MI300X. HBM provides the massive memory bandwidth that AI chips need to process large models efficiently. Micron holds approximately 20% of the global HBM market and has been rapidly scaling HBM3e production to meet surging demand from AI chip makers.

Beyond HBM, Micron's server DRAM and enterprise SSDs are essential components in every AI data center. The company's CXL (Compute Express Link) memory expansion products enable larger memory pools for AI inference workloads. As AI models grow larger and data center buildouts accelerate, Micron's memory technology becomes increasingly critical — you cannot train or run an AI model without the memory chips that store the model weights and intermediate computations.