Micron — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
4 suppliers1 customer1 partner6 competitors9 source filings
Featured in supply-chain maps: AI Data-Center Compute & Interconnect
Where it sits in the AI-server chain
The stages where a filing quote places this company on the AI-server chain.
Customers (companies it supplies)
Supplies to →
NVIDIA
Filed 2026-02-25 · 177 days ago
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”— NVDA 10-K, filed 2026-02-25 EDGAR · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
Lam Research
Filed 2026-08-07 · 14 days ago
“Our most significant customers during the fiscal years ending June 28, 2026, June 29, 2025, and June 30, 2024 included Micron Technology, Inc., Samsung Electronics Company, Ltd., SK hynix Inc., and Taiwan Semiconductor Manufacturing Company.”— LRCX 10-K, filed 2026-08-07 EDGAR · View source filing ↗
Supplied by ←
Powertech Technology
Filed 2026-05-27 · 86 days ago
“the Company signed a contract on semiconductor manufacturing investment with Micron Technology Inc., one of our key customers.”— Powertech Technology Annual report, filed 2026-05-27 TWSE (English translation of the Chinese original) · View source filing ↗
Supplied by ←
Rambus
Filed 2026-02-18 · 184 days ago
“such as AMD, Amlogic, Broadcom, CXMT, IBM, Infineon, Kioxia, Marvell, MediaTek, Micron, Nanya, Nuvoton, NVIDIA, Phison, Qualcomm, Samsung, Silicon Motion, SK hynix, Socionext, STMicroelectronics, Toshiba, Western Digital and Winbond have licensed our patents.”— RMBS 10-K, filed 2026-02-18 EDGAR · View source filing ↗
Supplied by ←
Besi
Last confirmed 2024-12-31 · 598 days ago · corroborated by 2 filings
“Our customers are primarily leading multinational chip manufacturers, foundries, assembly subcontractors and electronics and industrial companies and include Amkor, ASE, Foxconn, Infineon, InnoLight, Intel, LG Innotek, Micron, Nvidia, NXP, STMicroelectronics, Texas Instruments and TSMC.”— BE Semiconductor Industries N.V. Annual report (ESEF), filed 2024-12-31 ESEF · View source filing ↗
Partners & collaborations
Partners with ↔
Applied Materials
Filed 2026-05-14 · 99 days ago
“Applied and Micron Technology are working to develop next-generation DRAM, HBM and NAND solutions that increase the energy-efficient performance of AI systems, bringing together advanced R&D capabilities from Applied’s EPIC Center in Silicon Valley and Micron’s state-of-the-art innovation center in Boise, Idaho.”— AMAT 8-K, filed 2026-05-14 EDGAR · View source filing ↗
Competitors
Competes with ↔
SK Hynix
Last confirmed 2026-07-06 · 46 days ago · corroborated by 2 filings
“Our major competitors in the DRAM market include Samsung Electronics Co., Ltd. (“Samsung Electronics”), Micron Technology, Inc. (“Micron Technology”) and ChangXin Memory Technologies (“CXMT”).”— SKHY F-1/A, filed 2026-07-06 EDGAR · View source filing ↗
Competes with ↔
Samsung
Filed 2025-10-03 · 322 days ago
“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗
Competes with ↔
Kioxia
Filed 2025-10-03 · 322 days ago
“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗
Competes with ↔
Sandisk
Filed 2025-10-03 · 322 days ago
“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗
Competes with ↔
Changxin Memory
Filed 2025-10-03 · 322 days ago
“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗
Competes with ↔
Yangtze Memory Technologies
Filed 2025-10-03 · 322 days ago
“We face intense competition in the semiconductor memory and storage markets from a number of companies, including Samsung Electronics Co., Ltd.; SK hynix Inc.; Kioxia Holdings Corporation; Sandisk Corporation; ChangXin Memory Technologies, Inc. (“CXMT”); and Yangtze Memory Technologies Co., Ltd. (“YMTC”).”— MU 10-K, filed 2025-10-03 EDGAR · View source filing ↗
Filed activity
Filings by Micron itself, from our archive: US SEC earnings filings (Form 8-K Item 2.02 and Form 6-K results reports) since 2025-07-22, plus Taiwan Stock Exchange material announcements where covered. Not a complete filing history; subjects appear verbatim in their original language.
OF FISCAL 2026 Micron executes transformational Strategic Customer Agreements BOISE, Idaho, June 24, 2026 – Micron Technology, Inc. (Nasdaq: MU) today announced results for its third quarter of fiscal 2026, which ended May 28, 2026. Fiscal Q3 2026 highlights • Revenue of $41.46 billion versus $23.86 billion for the prior quarter and $9.30 billion for the same period last yearShow more from the filing
• GAAP net income of $28.24 billion, or $24.67 per diluted share • Non-GAAP net income of $28.86 billion, or $25.11 per diluted share • Operating cash flow of $25.39 billion versus $11.90 billion for the prior quarter and $4.61 billion for the same period last year “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2026-03-18Earnings releaseMICRON TECHNOLOGY, INC. REPORTS RESULTS FOR THE SECOND QUARTER OF FISCAL 2026 Record results
and outlook reflect strategic value of memory in AI era BOISE, Idaho, March 18, 2026 – Micron Technology, Inc. (Nasdaq: MU) today announced results for its second quarter of fiscal 2026, which ended February 26, 2026. Fiscal Q2 2026 highlights • Revenue of $23.86 billion versus $13.64 billion for the prior quarter and $8.05 billion for the same period last yearShow more from the filing
• GAAP net income of $13.79 billion, or $12.07 per diluted share • Non-GAAP net income of $14.02 billion, or $12.20 per diluted share • Operating cash flow of $11.90 billion versus $8.41 billion for the prior quarter and $3.94 billion for the same period last year “Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong demand environment, tight industry supply, and our strong execution, and we expect significant records again in fiscal Q3,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “In the AI era, memory has become a strategic asset for our customers, and we are investing in our global manufacturing footprint to support their growing demand.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
OF FISCAL 2026 AI demand acceleration and Micron execution drive record fiscal Q1 results, including highest ever free cash flow BOISE, Idaho, December 17, 2025 – Micron Technology, Inc. (Nasdaq: MU) today announced results for its first quarter of fiscal 2026, which ended November 27, 2025. Fiscal Q1 2026 highlightsShow more from the filing
• Revenue of $13.64 billion versus $11.32 billion for the prior quarter and $8.71 billion for the same period last year • GAAP net income of $5.24 billion, or $4.60 per diluted share • Non-GAAP net income of $5.48 billion, or $4.78 per diluted share • Operating cash flow of $8.41 billion versus $5.73 billion for the prior quarter and $3.24 billion for the same period last year “In fiscal Q1, Micron delivered record revenue and significant margin expansion at the company level and also in each of our business units,” said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. “Our Q2 outlook reflects substantial records across revenue, gross margin, EPS and free cash flow, and we anticipate our business performance to continue strengthening through fiscal 2026.
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗
2025-09-23Earnings releaseMICRON TECHNOLOGY, INC. REPORTS RESULTS FOR THE FOURTH QUARTER AND FULL YEAR OF FISCAL 2025 Record fiscal Q4 and full-year revenue
driven by AI data center growth Forecasting $1.2 billion in sequential revenue growth with gross margins exceeding 50% BOISE, Idaho, September 23, 2025 – Micron Technology, Inc. (Nasdaq: MU) today announced results for its fourth quarter and full year of fiscal 2025, which ended August 28, 2025. Fiscal Q4 2025 highlightsShow more from the filing
• Revenue of $11.32 billion versus $9.30 billion for the prior quarter and $7.75 billion for the same period last year • GAAP net income of $3.20 billion, or $2.83 per diluted share • Non-GAAP net income of $3.47 billion, or $3.03 per diluted share • Operating cash flow of $5.73 billion versus $4.61 billion for the prior quarter and $3.41 billion for the same period last year Fiscal 2025 highlights • Revenue of $37.38 billion versus $25.11 billion for the prior year • GAAP net income of $8.54 billion, or $7.59 per diluted share • Non-GAAP net income of $9.47 billion, or $8.29 per diluted share
— Form 8-K · Items 2.02, 9.01 · US SEC EDGAR · View source filing ↗