Map / Memory
Micron MU
US memory maker; $54.2B quarter; $100B of minimum memory commitments through 2030.
Chokepoints it holds
Depends on
- Lam Research: Etch and deposition tools. Lam's NAND tool revenue doubled quarter on quarter; packaging revenue guided up more than 70%. BigGo Finance, 2026-07-29 Our inference
Supplies
- Nvidia: HBM4 for Vera Rubin. Micron says HBM4 is shipping in volume for Vera Rubin. Tech Times, 2026-10-01
Data as of 2026-10-01. Cite as: Ye, Mike. "Micron" (micron). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/micron/. How to cite.