Micron Technology, Inc.

Business description

Micron Technology (MU) is a leading manufacturer of semiconductor memory products (DRAM and NAND flash), positioned critically for the AI server supply chain. As the sole American survivor in the global DRAM oligopoly, MU is undergoing a structural transformation with 16 non-cancelable SCAs totaling ~$100B in RPO.

Key financials

• Recommendation: CFRA Buy
• Price: $868.05 (07/17/2026) | Metric | Value | |