UPSTREAM — SUPPLIERS
No upstream suppliers mapped.
FOCAL NODE
Micron
Only US-based DRAM and HBM maker
🇺🇸
DOWNSTREAM — CUSTOMERS
Micron
Only US-based DRAM and HBM maker
🇺🇸
↓ Micron supplies to ↓
DOWNSTREAM — CUSTOMERS
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.
UPSTREAM — SUPPLIERS
No upstream suppliers mapped.
FOCAL NODE
Micron
Only US-based DRAM and HBM maker
DOWNSTREAM — CUSTOMERS
Micron
Only US-based DRAM and HBM maker
↓ Micron supplies to ↓
DOWNSTREAM — CUSTOMERS