Key Product
HBM3E, DDR5, NAND
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Micron is the only US-headquartered manufacturer of DRAM and NAND flash memory, making it a strategically important company in the context of US semiconductor policy. The company has successfully qualified its HBM3E with NVIDIA for H200 production, becoming the third HBM supplier alongside SK Hynix and Samsung. Micron's US manufacturing base in Boise, Idaho and its planned fab in Clay, New York (backed by $6.1 billion in CHIPS Act funding) are central to US efforts to establish domestic memory supply. Micron has been significantly impacted by China's actions against it, including a cybersecurity review that effectively banned Micron products from critical infrastructure in China in 2023.