What Micron makes for data centers
public · HQ Boise, US · micron.com
Micron makes DRAM — including HBM3E high-bandwidth memory for AI accelerators and LPDDR5X for Grace-class server CPUs — plus NAND flash, enterprise SSDs, and server memory modules. Data center demand, driven by HBM and high-capacity server DRAM, has become the largest driver of its revenue per its own earnings materials.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
7 parts across 1 layer · 1 constrained
No disclosed data-center revenue share on file.
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| HBMconstrained | manufacturer | inferred | BESI, Disco, Hanmi Semiconductor, SK Hynix, Samsung Electronics | |
| DRAM | manufacturer | inferred | Nanya, SK Hynix, Samsung Electronics, Winbond, CXMT | |
| Memory modules | in house | inferred | ADATA, Netlist, Penguin Solutions/SMART, SK Hynix, Samsung Electronics, Kingston | |
| CXL controllers & memory expanders | manufacturer | inferred | Astera Labs, Marvell, Microchip, Montage, Rambus, SK Hynix | |
| NAND flash | manufacturer | inferred | Kioxia, SK Hynix, Samsung Electronics, SanDisk, YMTC | |
| Drives | manufacturer | inferred | Kioxia, Phison, SK Hynix, Samsung Electronics, SanDisk, Seagate | |
| Controllers | manufacturer | inferred | Kioxia, Marvell, Microchip, Phison, Samsung Electronics, Silicon Motion |
Disclosed customers
Latest feed
- Crucial SSD owner offered $200 refund for 4TB drive now selling for over $500 — company finally caves to warranty demands after protracted back-and-forth — Tom's Hardware, 2026-08-26Following persistent pressure from a customer, Micron offered a refund and eventual replacement for Crucial X9 4TB SSDs that were initially reported as unavailable.
Verification: enriched, last verified 2026-08-27. Sources: investors.micron.com · www.sec.gov.· Markdown · JSON