AI EXPOSURE
Micron
High-bandwidth memory is among the scarcest inputs in an accelerator, and three firms in the world make it. Micron reports the data centre unit separately, which is closer to an AI line than most of the chain manages.
AllFactsAI holds a position in Micron (MU), as at 16 October 2026.
MU
Foundry & Memory
Not disclosed
Core data centre revenue: $18.00bn in the quarter to 3 September 2026, 11.4× a year earlier
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