Producer
Micron Technology
Only US DRAM and NAND flash manufacturer; Boise ID; ~22% global DRAM market share; also makes HBM3E for AI accelerators; critical US semiconductor company with CHIPS Act funding
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1
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Stories
What they make
2 inputs Micron Technology supplies
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DRAM (Compute & Server)
55%NAND Flash & SSDs
25%High Bandwidth Memory (HBM)
12%Embedded & Automotive
5%Specialty DRAM
3%
Intelligence
What's known
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Did you know2023
Micron produces DRAM that simultaneously serves three industries with almost no substitution between them: server DRAM goes into cloud computing and enterprise IT; HBM3E goes into AI accelerator stacks (H100, B200); and LPDDR5 goes into smartphones and cars. When AI accelerator demand surged in 2023-2024, Micron redirected significant fab capacity from commodity DRAM to HBM production, causing server DRAM prices to spike and smartphone DRAM lead times to extend. Cloud providers, AI companies, and smartphone manufacturers all compete for the same Micron fab time -- but their supply chains, procurement teams, and analyst coverage are completely siloed. The AI buildout directly inflates the cost of Samsung Galaxy phones and enterprise server upgrades through this shared fab constraint, but no market participant connects these dots.
Micron Technology ↗Chokepoint2024
Micron is the only US-headquartered company manufacturing DRAM at scale, making it a singular national security asset. Samsung (South Korea) and SK Hynix (South Korea) together control ~77% of global DRAM supply; Micron holds ~22%. All three companies manufacture in East Asia (South Korea, Taiwan, Japan, China). Micron received $6.1 billion in CHIPS Act grants and $13.6B in investment tax credits specifically because the US government recognized that losing Micron would leave zero domestic DRAM production. The CHIPS Act investment is intended to build new fabs in Idaho and New York -- but these fabs take 4-6 years to come online. Until then, 100% of US DRAM supply is manufactured in East Asia, including Micron's own plants in Taiwan and Singapore.
US Department of Commerce ↗Origin2023
Micron Technology was founded in 1978 in a dentist's office in Boise Idaho by four engineers including Ward Parkinson and Joe Parkinson who had previously worked at Mostek (Texas Instruments spinoff). The Boise location was chosen because one of the founders knew an Idaho dentist willing to invest. The company bootstrapped its first chip design out of a potato warehouse converted to a cleanroom. Micron survived the DRAM price wars of the 1980s that killed most US memory chip companies -- including Mostek, Intel's memory division, and National Semiconductor's DRAM line -- partly because its Idaho location kept costs below Silicon Valley competitors and partly because it was willing to survive on thin margins. Today it is the last American DRAM manufacturer, having outlasted all other US entrants into a market now dominated by Samsung, SK Hynix, and Micron.
Micron Technology ↗