Micron — 供應鏈與商業關係
下方的每一段關係都源自公開公司申報文件中的逐字引用，點名了交易對手，並附有一鍵連結至原始文件。
點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠＝供應 · 橘虛線＝競爭 · 藍＝合作 · 紫＝持股 · 灰虛線＝暫停 · 如何閱讀這些資料。
4 家供應商1 家客戶1 家合作夥伴6 家競爭對手9 份來源申報文件
收錄於供應鏈主題地圖：AI 資料中心運算與互連
客戶（其供應的公司）
供應給 →
NVIDIA
申報於 2026-02-25 · 187 天前
“We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.”— NVDA 10-K，申報於 2026-02-25 EDGAR · 查看原始申報文件 ↗NVIDIA 向 Micron 採購記憶體。（以原文為準）
供應商（供應其產品或服務的公司）
供應來自 ←
Lam Research
申報於 2026-08-07 · 24 天前
“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，申報於 2026-08-07 EDGAR · 查看原始申報文件 ↗Lam Research 將 Micron 列為其 2024、2025 及 2026 會計年度的最重要客戶之一。（以原文為準）
供應來自 ←
Powertech Technology
申報於 2026-05-27 · 96 天前
“the Company signed a contract on semiconductor manufacturing investment with Micron Technology Inc., one of our key customers.”Powertech Technology 與其關鍵客戶 Micron 簽訂半導體製造投資合約。（以原文為準）
供應來自 ←
Rambus
申報於 2026-02-18 · 194 天前
“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，申報於 2026-02-18 EDGAR · 查看原始申報文件 ↗Micron 等公司已取得 Rambus 的專利授權。（以原文為準）
供應來自 ←
Besi
最近確認於 2024-12-31 · 608 天前 · 經 2 份申報文件佐證
“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)，申報於 2024-12-31 ESEF · 查看原始申報文件 ↗Besi 將 Micron 列為其客戶。（以原文為準）
合作夥伴與協作
合作夥伴 ↔
Applied Materials
申報於 2026-05-14 · 109 天前
“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，申報於 2026-05-14 EDGAR · 查看原始申報文件 ↗Applied Materials 與 Micron 合作開發下一代 DRAM、HBM 和 NAND 解決方案，以提升 AI 系統的節能效能。（以原文為準）
競爭對手
相互競爭 ↔
SK Hynix
最近確認於 2026-07-06 · 56 天前 · 經 2 份申報文件佐證
“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，申報於 2026-07-06 EDGAR · 查看原始申報文件 ↗SK Hynix 將 Micron 列為 DRAM 市場之主要競爭對手。（以原文為準）
相互競爭 ↔
Samsung
申報於 2025-10-03 · 332 天前
“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，申報於 2025-10-03 EDGAR · 查看原始申報文件 ↗Micron 在半導體記憶體與儲存市場面臨來自 Samsung 等公司的激烈競爭。（以原文為準）
相互競爭 ↔
Kioxia
申報於 2025-10-03 · 332 天前
“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，申報於 2025-10-03 EDGAR · 查看原始申報文件 ↗Micron 在半導體記憶體和儲存市場面臨來自 Kioxia 等公司的激烈競爭。（以原文為準）
相互競爭 ↔
Sandisk
申報於 2025-10-03 · 332 天前
“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，申報於 2025-10-03 EDGAR · 查看原始申報文件 ↗Micron 與 Sandisk 在半導體記憶體及儲存市場上相互競爭。（以原文為準）
相互競爭 ↔
Changxin Memory
申報於 2025-10-03 · 332 天前
“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，申報於 2025-10-03 EDGAR · 查看原始申報文件 ↗Changxin Memory 是 Micron 在半導體記憶體和儲存市場的競爭者之一。（以原文為準）
相互競爭 ↔
Yangtze Memory Technologies
申報於 2025-10-03 · 332 天前
“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，申報於 2025-10-03 EDGAR · 查看原始申報文件 ↗Micron 在半導體記憶體與儲存市場面臨來自 Yangtze Memory Technologies 的競爭。（以原文為準）
公司公告
Micron 自身的申報／公告，取自本站檔案：美國 SEC 財報申報（8-K Item 2.02 與 6-K 業績報告）自 2025-07-22 起，另含涵蓋範圍內的台灣證券交易所重大訊息。並非完整申報歷史；主旨一律以原文原樣呈現。
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 year（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2026-03-18財報發布MICRON 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 year（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
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 highlights（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗
2025-09-23財報發布MICRON 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 highlights（申報原文節錄，以原文為準）顯示更多原文
• 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 · 項目 2.02, 9.01 · 美國 SEC EDGAR · 查看原始申報文件 ↗