Micron Technology
Micron is the third principal HBM supplier and an AI-memory chokepoint. Counterpoint's Q1 2026 HBM revenue table shows Micron at 21 percent.
Foreign SupplierAI Infrastructure
Proprietary scores
Strategic profile
Industrial importance3/5
Initial score derived from current Atlas ecosystem coverage.
Strategic importance2/5
Initial score derived from relationship breadth and entity type.
Import dependency4/5
Foreign-origin entity in the current Atlas.
Knowledge graph
Mapped relationships
- Owns / ControlsHigh-bandwidth memory (HBM)- Counterpoint Q1 2026 HBM revenue share.