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Micron SUPPLY CHAIN TRACE

MEMORY (HBM)🇺🇸 United States · MU · NASDAQ

Micron is the only US-headquartered DRAM and NAND manufacturer, making it a strategic priority for domestic supply chain resilience — a role underscored by .1 billion in CHIPS Act funding for a new New York fab. It has qualified its HBM3E with NVIDIA, becoming the third HBM supplier alongside SK Hynix and Samsung, and is positioned to benefit from any US policy preference for domestic memory. China's cybersecurity review of Micron in 2023 effectively excluded it from significant Chinese market segments.

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UPSTREAM — SUPPLIERS

Entegris

Critical process materials supplier: CMP slurries, ultra-high-purity chemical delivery, and wafer carriers

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MATERIALSsupplies process chemicals and wafer carriers to

Shin-Etsu Chemical

World's largest silicon wafer supplier

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

SUMCO

#2 global silicon wafer supplier; duopoly with Shin-Etsu controls ~55% of world supply

Chokepoint🇯🇵
MATERIALSsupplies silicon wafers to

SCREEN Holdings

Leading wafer cleaning and surface treatment equipment maker (~20% global market share)

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EQUIPMENTsupplies wafer cleaning systems to

Kokusai Electric

Critical supplier of batch ALD and CVD furnace systems essential for NAND and DRAM production

Chokepoint🇯🇵
EQUIPMENTsupplies batch ALD/CVD furnaces to

ASML

Sole maker of EUV lithography machines

Chokepoint🇳🇱
EQUIPMENTsupplies EUV/DUV lithography machines to

Lam Research

Leading supplier of etch and deposition equipment

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EQUIPMENTsupplies etch/deposition tools to

Applied Materials

Largest semiconductor equipment maker by revenue

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EQUIPMENTsupplies deposition/CMP tools to

Tokyo Electron

Leading maker of etch and deposition equipment

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EQUIPMENTsupplies coater/developer & etch tools to

KLA

Dominant maker of wafer inspection and metrology tools

Chokepoint🇺🇸
EQUIPMENTsupplies inspection/metrology tools to

↓ all supply to Micron ↓

Micron

Only US-based DRAM and HBM maker

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
~23% DRAM, ~10% HBM (ramping HBM3E)
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↓ Micron supplies to ↓

NVIDIA

Dominant AI GPU designer (H100, H200, B200)

Chokepoint🇺🇸
CHIP DESIGNERSsupplies HBM3E memory to

AMD

AI GPU designer challenging NVIDIA with MI300X

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CHIP DESIGNERSsupplies HBM memory to

Qualcomm

Leading mobile SoC and edge AI chip designer (Snapdragon X Elite, Cloud AI 100 inferencing)

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CHIP DESIGNERSsupplies LPDDR5 mobile memory to

Broadcom

Custom ASIC and networking chip designer for hyperscalers

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CHIP DESIGNERSsupplies HBM memory to

Marvell

Custom AI ASIC and networking chip designer for hyperscalers; key supplier of Arm-based data center networking and storage controllers to AWS, Azure, and Google

🇺🇸
CHIP DESIGNERSsupplies HBM memory to

DOWNSTREAM — CUSTOMERS

About this company

QWhat is Micron's role in the AI chip supply chain?

Only US-based DRAM and HBM maker

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