MICRONMU.US

Founded in 1978, America's only major memory maker, one third of the DRAM oligopoly with Samsung and SK hynix, and an HBM player too. The US-listed way to play the AI memory supercycle, with long-term supply agreements (LTAs) locking in demand visibility.

CEO Sanjay Mehrotra · Founded 1978 · HQ Boise, USA · Exchange NASDAQ · Website micron.com

Predictions & track record (6)

• Awaiting grading Apple's stock rose just 1%. Why did it just become the world's most valuable company?To be scored in the first run of August: whether Apple's Thursday (7/30) earnings show capex guidance climbing again, and whether Apple holds onto the market-cap lead.
• Awaiting grading With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones?Check when Samsung reports Q2 2026 earnings whether the Mobile eXperience division actually swung to an operating loss, as several brokerages estimated.
• Awaiting grading Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data CenterCheck by Q1 2027 whether this deal closes as reported, and whether OpenAI secures an independent investment-grade credit rating.
• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?
• Awaiting grading Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demandTracking the call that H2 2026 DRAM supply covers only 75-80% of demand

17 related posts

• Watch Apple's stock rose just 1%. Why did it just become the world's most valuable company? 後藤達也 (Tatsuya Goto) · 2026-07-28
• Watch CXMT soared 472% on debut, on the back of a city government's 20-year bet 메르 (ranto28) · 2026-07-27
• Watch With 0.6% share in China, why is Samsung weighing Chinese DRAM for its phones? Jukan (@jukan05) · 2026-07-27
• Watch Nvidia Reportedly to Guarantee $250 Billion So OpenAI Can Build a $500 Billion Ohio Data Center Serenity (@aleabitoreddit) · 2026-07-27
• Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Watch Goldman Sachs expert call: China's DRAM prices already rival global leaders despite lower yields Jukan (@jukan05) · 2026-07-25
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Watch Equipment delivery times for chipmakers have nearly doubled, and Samsung and SK hynix are now placing orders early to get ahead of the delay Jukan (@jukan05) · 2026-07-24
• Bear China's CXMT gets bold enough to push around Huawei on chip prices, and now charges more than Samsung for memory, analyst Jukan reports Jukan (@jukan05) · 2026-07-24
• Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23
• Bull Musk repeats Optimus is Tesla's 'biggest product ever' as Q2 call flags Micron memory allocation and new supplier buildout Serenity (@aleabitoreddit) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Watch Serenity maps the AI hardware bottlenecks, and who supplies them Serenity (@aleabitoreddit) · 2026-07-20
• Watch The memory Big Three quietly walk away from their own CXL chips Jukan (@jukan05) · 2026-07-20
• Meritz: "this is not the time to sell Samsung and SK Hynix", 2027 DRAM supply covers only ~60% of demand Serenity (@aleabitoreddit) · 2026-07-17