THE_COMPUTE

company · Semiconductors

MicronMU

The only American HBM producer and the third leg of the memory oligopoly. Its HBM capacity is sold out years ahead; its Idaho and New York fab projects are the CHIPS Act's marquee memory bet. Earnings are the sector's demand thermometer.

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Claims on record

  • Micron long-term agreements contain both a price floor and a price ceiling plus collection of a portion of annual revenue upfront as advance payments

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • General Motors signed a long-term agreement with Micron covering the supply of DRAM and NAND chips

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • The Micron-GM agreement ensures Micron's supply of LPDRAM, NOR and UFS NAND products to GM

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • Micron invested $2 billion to modernize its Manassas DRAM fab

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • Micron's Manassas DRAM fab began production earlier in 2026

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • Micron and GM will collaborate on next-generation vehicle memory and storage requirements including product definition, system-level optimization, and future Micron product qualification by GM

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • Micron has signed 16 long-term agreements with customers

    UNVERIFIED · Blocks and Files · Jul 2, 2026

  • Micron has reached a trillion-dollar valuation amid the AI boom.

    UNVERIFIED · Wccftech · Jul 17, 2026

  • Micron CEO Sanjay Mehrotra said the company is progressing with long-term agreements with additional customers.

    UNVERIFIED · Wccftech · Jul 17, 2026

  • Micron's key automotive-sector customers include Qualcomm, Visteon, and Harmon.

    UNVERIFIED · Wccftech · Jul 17, 2026

  • Micron has been named as a defendant in a U.S. federal class-action lawsuit alleging it manipulated the memory supply shortage.

    UNVERIFIED · Wccftech · Jul 17, 2026

  • Micron made a $250 million investment in the U.S.

    UNVERIFIED · Wccftech · Jul 17, 2026

  • Micron formed a Strategic Customer Agreement (SCA) to enter the supply chains of 16 strategic customers, seven of which are automotive customers.

    UNVERIFIED · Wccftech · Jul 17, 2026

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