Market Share
~23% DRAM, ~10% HBM (ramping HBM3E)
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.
Connected companies
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Critical path — raw silicon to deployment
The tightest single-source dependencies, in order.
MATERIALS
Shin-Etsu Chemical
300mm silicon wafers and photoresist
MATERIALS
SUMCO
300mm and 200mm silicon wafers
EQUIPMENT
Kokusai Electric
Batch thermal ALD and CVD furnace systems
MEMORY (HBM)
Micron
HBM3E, DDR5, NAND
CHIP DESIGNERS
NVIDIA
H100, H200, Blackwell B200 GPUs
CHIP DESIGNERS
Marvell
OCTEON network processors, custom cloud AI ASICs, 400G/800G Ethernet PHYs
Export controls touching Micron
China Gallium & Germanium Export Controls (Aug 2023)
China's Ministry of Commerce and Customs implemented export licensing requirements for gallium and germanium products, effective August 1, 2023. The controls cover 8 gallium-related items (including gallium metal, gallium nitride, and gallium arsenide) and 6 germanium-related items (including germanium metal, germanium dioxide, and germanium epitaxial growth wafers). Exporters must apply to the Ministry of Commerce for licenses, which are reviewed for national security and non-proliferation considerations. China produces approximately 80% of the world's gallium and 60% of its germanium, making these controls a direct leverage point over semiconductor and compound-semiconductor supply chains globally.
▲ 13 companies affected
QWho supplies Micron?
Micron relies on 10 upstream suppliers across the AI chip supply chain.
Entegris (Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers), Shin-Etsu Chemical (World's largest silicon wafer supplier), SUMCO (#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply), SCREEN Holdings (Leading wafer cleaning and surface treatment equipment maker (~20% global market share)), Kokusai Electric (Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production), and 5 more.
QWhat does Micron make?
Only US-based DRAM and HBM maker
Key products HBM3E, DDR5, NAND