Silicon · Starter · Independent

Micron

The US memory maker, third in DRAM and HBM.

67OVRBenchDraft · rated on 3 of 6

Ratings

Micron is the one scaled US memory maker, with 24 to 25% of DRAM and about 18% of HBM in Q2 2026, and has to hold HBM share as Samsung ramps.

Dominance72draft
Third in memory with 24 to 25% of DRAM and about 18% of HBM in Q2 2026.
sourced counterpointresearch.com
Momentumunrated
The Atlas gives no growth figure and no stated direction for this company.
Leverage50draft
The Atlas states no company that depends on Micron.
sourced counterpointresearch.com
Network base 50, judgment +0.
Durability80draft
Its named risk is holding HBM share as Samsung ramps.
sourced counterpointresearch.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Key figures

25%DRAM 24 to and HBM about 18% in Q2 2026

From the Atlas key figure: DRAM 24 to 25% and HBM about 18% in Q2 2026. Source: counterpointresearch.com.

TickerNASDAQ: MU

ListedPublic

HQBoise, Idaho

Founded1978

CEOSanjay Mehrotra

Profile

The US memory maker, third in DRAM and HBM.

Silicon · Memory · Starter

Key figure DRAM 24 to 25% and HBM about 18% in Q2 2026.

Why it leads The one scaled US memory maker.

What could change it Holding HBM share as Samsung ramps.

sourced counterpointresearch.com

Connections

The Atlas draws no relationships for this company yet.

See Micron and its connections on the map →

Sector standing

No. 19 of 32 rated in Silicon

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.