MTE Stock Price, News, Filings & Events — Micron Technology, Inc.

Micron Technology, Inc. (MU.NASDAQ) sells innovative memory and storage solutions that are essential for a variety of electronic devices and systems. Their products are primarily purchased by companies in industries such as automotive, data centers, consumer electronics, and computing. - Products : Micron provides memory chips, including DRAM and NAND flash, which are used in devices ranging from smartphones and computers to servers and automotive systems. - Customer Groups : Key customers include automotive manufacturers, data center operators, and consumer electronics companies. - Revenue Model : The company makes money by selling these memory and storage products to its customers. There is no mention of revenue from systems, software, services, licensing, or royalties in the provided context.

Micron Technology, Inc. (NASDAQ: MU) reported a total revenue of $23.86 billion for the fiscal quarter ending June 30, 2026, marking a significant increase from $13.64 billion in the previous quarter and $8.05 billion year-over-year. (gamesradar.com) Revenue Breakdown by Segment: | Segment | Revenue (in billions) | Growth vs. Prior Quarter | Growth vs. Prior Year | |-----------------------|-----------------------|--------------------------|-----------------------| | Cloud Memory | 31.35 | N/A | N/A | | Core Data Center | 21.17 | N/A | N/A | | Mobile & Client | 27.25 | N/A | N/A | | Automotive & Embedded | 10.50 | N/A | N/A | | All Other | 0.019 | N/A | N/A | Note: The above data is sourced from StockAnalysis.com and reflects the trailing twelve months ending June 30, 2026. (stockanalysis.com) Growth Trends: - Fastest-Growing Segment: The "Mobile & Client" segment experienced substantial growth, with revenue increasing from $4.25 million to $7.71 million in the fiscal quarter ending June 30, 2026. (gamesradar.com) - Declining Segment: Micron discontinued its Crucial consumer brand by the end of February 2026, indicating a strategic shift away from the consumer market. (tomshardware.com) Strategic Changes: Micron's decision to wind down the Crucial consumer brand and refocus on high-bandwidth memory (HBM) and enterprise markets reflects a strategic pivot towards AI-driven enterprise applications. (tomshardware.com) Note: Specific revenue figures for the "Mobile & Client" segment are not available in the provided sources.

Micron Technology, Inc. (MU) is a leading supplier of memory solutions, including DRAM and HBM, which are essential for AI workloads and data center operations. While Micron does not publicly disclose the exact percentage of its revenue directly tied to AI, data centers, accelerated computing, networking, or cloud/hyperscaler capital expenditures, its products are integral to these sectors. Key Points: - Product Relevance: Micron's DRAM and HBM products are critical components in AI accelerators and data center infrastructure. - Industry Demand: The surge in AI and data center investments by hyperscalers like Microsoft, Google, Amazon, and Meta has increased demand for memory solutions. In 2026, these companies are projected to commit over $300 billion to AI infrastructure, with a significant portion allocated to memory suppliers like Micron. (presenc.ai) - Strategic Position: Micron's involvement in major data center projects, such as those with Microsoft, AWS, and Meta, underscores its pivotal role in the AI and data center ecosystem. (datacenterindex.ai) While specific revenue figures are not disclosed, Micron's products are deeply embedded in the growth of AI and data center infrastructure, positioning the company to benefit from these expanding markets. Stock market information for Micron Technology Inc. (MU) - Micron Technology Inc. is a equity in the USA market. - The price is 990.21 USD currently with a change of 30.49 USD (0.03%) from the previous close. - The latest trade time is Friday, July 24, 04:48:53 PDT.

Micron Technology, Inc. (NASDAQ: MU) has experienced significant financial performance, with gross margins reaching 74.9% in Q2 FY2026 and projected to rise to 81% in Q3 FY2026. Operating margins have also improved, reflecting the company's strategic focus on higher-margin enterprise memory products. However, the company faces ongoing supply constraints due to high demand, particularly in AI data centers, leading to expectations of continued shortages beyond 2026. Financial Margins: - Gross Margin: - Q2 FY2026: 74.9% - Projected Q3 FY2026: 81% - Historically, gross margins have ranged from -9% to 59% over the past decade, indicating significant cyclicality. (tenderalpha.com) - Operating Margin: - Q2 FY2026: 26.2% - Q3 FY2026: 32.5% - These margins are strong compared to peers, reflecting Micron's strategic pivot to higher-margin enterprise memory products. (trefis.com) Inventory Trends: - Days Inventory Outstanding (DIO): - Typically ranges from 100 to 150 days, indicating a positive working capital profile. (finamodel.com) Supply Constraints: - Micron has reported that NAND demand significantly exceeds available supply, with expectations of continued shortages beyond 2026. (pcgamer.com) Structural vs. Cyclical Factors: - Structural Factors: - The surge in AI-driven demand for High-Bandwidth Memory (HBM) is a structural factor, leading to sustained high margins and supply constraints. (trefis.com) - Cyclical Factors: - The memory industry is inherently cyclical, with historical fluctuations in gross margins from -9% to 59% over the past decade. (tenderalpha.com) Comparis...

Micron Technology, Inc. (NASDAQ: MU) collaborates with various partners across its supply chain, including foundries, memory suppliers, and packaging partners. While specific details about these partnerships are not publicly disclosed, Micron emphasizes strategic collaborations to enhance its manufacturing capabilities and address potential supply chain risks. Key Partnerships and Investments: - Foundries and Memory Suppliers: - Micron has invested in advanced manufacturing facilities, such as the $2 billion expansion of its Manassas, Virginia fab, which began producing advanced DRAM technology in May 2026. This expansion aims to quadruple DDR4 output by year-end, addressing shortages in sectors like automotive and defense. (tomshardware.com) - In July 2026, Micron increased its U.S. semiconductor investment to over $250 billion through 2035, including a $500 million strategic investment in GlobalWafers' 300 mm wafer facility in Sherman, Texas. This facility is the only operating plant in the U.S. capable of producing advanced wafers, ensuring secure access to critical materials for DRAM, NAND, and logic chips. (tomshardware.com) - Packaging Partners: - Micron collaborates with various semiconductor design teams and solutions providers to validate memory devices for key platforms, ensuring compatibility and performance. (micron.com) Supply Chain Risks: - Concentration Risks: - Micron's strategic investments in domestic manufacturing facilities, such as the Sherman, Texas wafer plant, aim to mitigate risks associated with reliance on foreign suppliers and ensure a more re...

Micron Technology, Inc. (ticker: MU.NASDAQ) has established a defensible technology moat through several key factors: Manufacturing Expertise and Scale - Advanced Manufacturing Capabilities : Micron's proficiency in DRAM and NAND process technology, yield management, and advanced-node execution differentiates it from smaller competitors. (invetso.com) - High-Bandwidth Memory (HBM) Leadership : Micron has achieved significant market share in HBM, reaching 21% in Q2 2025, and has sold out its entire 2026 HBM production capacity. (deepresearchglobal.com) Customer Relationships and Switching Costs - Qualification Stickiness : The extensive and costly qualification process for memory components leads to long-term customer relationships, reducing the likelihood of switching to competitors. (invetso.com) Intellectual Property and Innovation - Patent Portfolio : With over 60,000 patents, Micron's intellectual property supports product reliability and performance, contributing to its competitive edge. (kiplinger.com) These factors collectively contribute to Micron's durable competitive advantage in the semiconductor industry.

Micron Technology, Inc. (NASDAQ: MU) is a leading provider of memory and storage solutions, including DRAM, NAND, and NOR flash memory. Its primary competitors are: - Samsung Semiconductor : The largest memory manufacturer globally, holding a 36% DRAM revenue share in Q4 2025. (komo.ai) - SK Hynix : A dominant supplier of HBM, leading DRAM share at 36% in Q1 2025. (komo.ai) - Kioxia : Japan-based NAND specialist competing in enterprise and consumer SSD markets. (komo.ai) - Western Digital : Competes in NAND and SSD under WD and SanDisk brands; major data-center and client SSD rival with a joint NAND manufacturing JV with Kioxia. (komo.ai) - Intel : Exited NAND business (sold to SK Hynix via Solidigm, 2021) and discontinued Optane. Former Micron IM Flash NAND JV partner; no longer a direct memory competitor. (komo.ai) - YMTC : Chinese NAND manufacturer emerging as a low-cost rival in consumer and mobile segments. Banned from U.S. government supply chains but growing rapidly in Asia with 232-layer NAND. (komo.ai) Comparison of Micron Technology and Competitors | Company | Performance | Price | Ecosystem | Roadmap | |---------------------|-------------|-------|-----------|---------| | Micron Technology | Leading in DRAM and NAND flash memory; recently introduced the 3610 SSD, the industry's first PCIe 5.0 QLC SSD, offering up to 4TB storage and 11,000 MB/s performance. (tomshardware.com) | Competitive pricing; recently exited consumer SSD market to focus on enterprise and AI segments. (tomshardware.com) | Strong presence in data centers, AI, and enterprise markets; strategi...

Catalysts for MU.NASDAQ 1. U.S. Investments and New York Fab Construction : - Micron is accelerating its U.S. investments, planning to spend over $250 billion through 2035. The construction of the New York semiconductor manufacturing site is a significant milestone that could enhance production capacity and job creation source. 2. Strategic Agreements in Automotive and AI Sectors : - Recent strategic agreements with companies like Ford and Anthropic could drive demand for Micron's memory and storage solutions, particularly in the automotive and AI sectors source source. 3. Record Financial Performance : - Micron reported record results for the third quarter of fiscal 2026, with significant revenue and net income growth, which could positively influence investor sentiment and stock performance source. Risks for MU.NASDAQ 1. Supply Chain and Geopolitical Risks : - Potential supply chain disruptions or geopolitical tensions could impact Micron's operations and supply continuity, especially given its reliance on strategic customer agreements and manufacturing expansions. 2. Market Demand Fluctuations : - Changes in market demand for memory and storage solutions, particularly in sectors like automotive and AI, could affect Micron's revenue growth and profitability. 3. Regulatory and Export Controls : - Any changes in regulatory policies or export controls could impact Micron's ability to operate efficiently and maintain its competitive edge in the global semiconductor market.