Semiconductors
Micron Technology
Micron Technology is a major semiconductor memory producer supplying products used across artificial intelligence, data centers, computing and industrial systems. Micron's Q3 FY2026 revenue surged 345% to $41.46 billion as HBM capacity sold out through 2026, with Micron certified as an HBM4 supplier for NVIDIA's Vera Rubin AI platform.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by QuantumScape
“He has broad experience across the semiconductor and data center industries, serving at Broadcom, SanDisk, Micron, Marvell and most recently MediaTek.”
SEC 8-K exhibit (0001193125-26-312423) · Jul 22, 2026
Mentioned by Palantir
“We have shattered the metric, a feat matched only by other fellow AI infrastructure companies NVIDIA, Micron and SK hynix.”
SEC 8-K exhibit (0001321655-26-000026) · May 4, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
5 sources · 1 government/SEC filing · 81% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Micron Technology, Inc. FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Computer Weekly — Micron opens India's first semiconductor assembly and test facility72% source confidence
- Yahoo Finance / TechPowerUp — Micron certified as HBM4 supplier for NVIDIA's Vera Rubin AI platform74% source confidence
- Micron Q3 FY2026 earnings release / Forbes coverage — Micron Q3 FY2026 revenue surges 345% to $41.46B as HBM capacity sells out through 202688% source confidence
- Money Morning / Micron Q3 FY2026 earnings coverage — Micron's HBM revenue projected to reach $20-25B by 2028, up from $7-9B today76% source confidence
Insider Filing Activity
Direction/size reflects a sample of the most recent filings, not every Form 4 in the window · sourced from SEC EDGAR · as of Jul 28, 2026
Insider Timing
An insider disposed of 879 shares on Jul 23, 2026 — 28 days after a recorded milestone: “Discloses $100B in Strategic Customer Agreements, develops HBM4E”
Timing correlation only — not evidence of a causal link
An insider disposed of 249 shares on Jul 15, 2026 — 20 days after a recorded milestone: “Discloses $100B in Strategic Customer Agreements, develops HBM4E”
Timing correlation only — not evidence of a causal link
An insider disposed of 663 shares on Jul 15, 2026 — 20 days after a recorded milestone: “Discloses $100B in Strategic Customer Agreements, develops HBM4E”
Timing correlation only — not evidence of a causal link
Dependency Map
What Micron Technology depends on below, and who depends on Micron Technology above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
AI Memory Demand
Very HighGrowing artificial intelligence infrastructure investment is increasing demand for advanced memory products.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Analysts flag Micron's smaller HBM4 allocation for NVIDIA's Vera Rubin platform
40% confidenceNVIDIA reportedly certified Samsung, SK hynix and Micron as HBM4 suppliers for its upcoming Vera Rubin platform, but analyst estimates of the split vary and consistently show Micron with the smallest allocation -- some estimates as low as roughly 20% versus SK hynix's majority share -- fueling analyst concern about Micron's competitive position.
Based on differing analyst allocation estimates reported across trade press (TechPowerUp, Sammy Fans, industry research notes); exact supplier volume splits have not been officially disclosed by NVIDIA or the memory makers.
TechPowerUp / industry analyst estimates · Jun 1, 2026
Micron Technology's Timeline
A sourced, dated history of Micron Technology's key moments — founding to present.
2026-Q3 · Revenue surges 345% on HBM
Micron's Q3 FY2026 revenue surged 345% to $41.46 billion as HBM capacity sold out through 2026, with Micron certified as an HBM4 supplier for NVIDIA's Vera Rubin AI platform.
Mar 2026 · Opens India's first semiconductor assembly plant
Micron opened a $2.75 billion semiconductor assembly and test (ATMP) facility in Sanand, Gujarat, India — the country's first commercial chip production site, with over 500,000 sqft of cleanroom space expected to reach up to 10% of Micron's global output at full capacity, serving as a testing and packaging hub for AI memory products including stacked GDDR and enterprise SSDs.
Jun 2026 · Discloses $100B in Strategic Customer Agreements, develops HBM4E
Micron disclosed 16 Strategic Customer Agreements carrying cumulative minimum revenue commitments of approximately $100 billion, designed to guarantee margins through the next downturn and break the DRAM industry's historic 30-year boom-bust pattern; HBM4 shipments for NVIDIA's Vera Rubin platform, which began ramping in March 2026 at roughly twice the pace of HBM3E 12-high with yield improvements ahead of expectations, doubled data bus width to 2,048 bits for over 2.8 terabytes per second of bandwidth per stack, while HBM4E (built on Micron's 1-gamma DRAM process) targets volume production in calendar 2027.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
Micron Technology ↔ ASML
2024–2025
Micron expanded its use of ASML EUV lithography tools to support HBM3E and HBM4 capacity expansion as memory demand from AI accelerator makers surged.
Now
Micron depends on ASML's EUV lithography tools for advanced memory fabrication, including HBM capacity expansion.
Micron Technology ↔ NVIDIA
Jun 2025
Micron held roughly 21% HBM revenue share (behind SK hynix's ~62%), supplying NVIDIA as a secondary HBM3E source.
Jan 2026
Micron was certified as an HBM4 supplier for NVIDIA's Vera Rubin platform alongside SK hynix and Samsung, with its entire 2026 HBM supply fully contracted under fixed-price agreements.
Now
Micron has been certified as an HBM4 memory supplier for NVIDIA's next-generation Vera Rubin AI platform, alongside SK hynix and Samsung, with its entire 2026 HBM supply fully contracted under fixed-price agreements.
Micron Technology ↔ High Bandwidth Memory
Jun 2025
Micron held roughly 21% HBM revenue share, behind SK hynix (~62%) and ahead of Samsung (~17%), as the three-way HBM market consolidated around those positions through 2025.
Apr 2026
Micron began HBM4 sampling with NVIDIA, targeting volume production in the first half of 2027 — roughly six months behind SK hynix's HBM4 lead but on a similar track to Samsung.
Now
Micron develops and manufactures high-bandwidth memory products for advanced computing systems.
Micron Technology ↔ SK hynix
Jun 2025
SK hynix led the HBM market with roughly 62% revenue share versus Micron's ~21%, as the two companies (plus Samsung) consolidated into a three-way HBM oligopoly through 2025.
Now
Micron competes with SK hynix across advanced semiconductor memory markets.
Micron Technology ↔ Samsung Electronics
Jun 2025
Samsung held roughly 17% HBM revenue share versus Micron's ~21% and SK hynix's ~62%, after Samsung's HBM3E qualification delays let both rivals gain ground earlier in the cycle.
Now
Micron competes with Samsung Electronics across global memory semiconductor markets.
Micron Technology ↔ AI Data Centers
Jan 2024
Micron ramped HBM3E production to supply NVIDIA and other AI accelerator makers, competing with SK hynix and Samsung as HBM demand surged with hyperscaler AI data-center buildouts.
Jan 2025
Micron advanced HBM4 qualification and expanded high-bandwidth memory capacity as combined hyperscaler AI data-center capex rose to roughly $410 billion for the year.
Now
Micron supplies memory technologies used across data-center and artificial intelligence infrastructure.
Micron Technology ↔ High Bandwidth Memory
Jun 2025
Micron held roughly 21% HBM revenue share, behind SK hynix (~62%) and ahead of Samsung (~17%), supplying HBM3E to NVIDIA and other AI accelerator makers.
Now
Micron is a major producer of high-bandwidth memory products.