# Micron Technology (MU)
> 미국 3대 메모리 제조사. HBM3E를 NVIDIA H200·AMD MI350에 공급하며 AI 메모리 경쟁에 합류. FY2025 매출 $37.4B, EUV(1γ) 도입.
Canonical: https://valuechain.wiki/micron · Updated: 2026-06-21T08:18:01.391377+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: $37.4B (FY2025, FY24 $25.1B, FY23 $15.5B)
- 고객 집중도: 단일 최대고객 17% (FY2025, CMBU 클라우드부문, 고객명 비공개). FY24 10%, FY23 <10%
- 사업부문: CMBU, MCBU, AEBU, Storage

## Money in · revenue from (4)
### NVIDIA (high)  → /nvidia.md
- note: NVIDIA 10-K가 Micron을 메모리(HBM 포함) 공급사로 명시(매입자측 1차). Micron 최대 단일고객 17%(FY2025, CMBU 클라우드)는 고객명 비공개라 NVIDIA로 추정되나 미확인.
- [confirms] SEC EDGAR (EN, filing, published 2026-02-26) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm: "NVIDIA 10-K: "We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung." Micron→NVIDIA 공급을 매입자측 1차 공시로 확인."
- [mentions] SEC EDGAR (EN, filing, published 2025-10-03) https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm: "Micron 10-K: "Revenue from one customer was 17% (primarily included in the CMBU segment) of total revenue for 2025." 고객명 비공개라 NVIDIA로 단정 불가(추정)."
- [confirms] 전자신문 (KO, news, published 2024-02-27) https://www.etnews.com/20240227000072: "전자신문: 마이크론 HBM3E 양산 개시, 엔비디아 H200에 적용. 삼성·SK보다 빠른 시장 진입."

### AMD (high)  → /amd.md
- note: HBM3E 36GB 12-high를 AMD Instinct MI350에 공급(삼성과 듀얼소싱). 전작 MI325X엔 8-high HBM3E.
- [confirms] TrendForce (EN, news, published 2025-06-13) https://www.trendforce.com/news/2025/06/13/news-unpacking-amds-mi350-powered-by-tsmcs-n3p-with-samsung-micron-as-dual-hbm3e-suppliers/: "TrendForce: AMD MI350은 TSMC N3P 기반, 삼성·마이크론을 HBM3E 듀얼 공급사로 채택."
- [confirms] Micron / Nasdaq (EN, ir, published 2025-06-12) https://www.nasdaq.com/articles/micron-technology-integrates-hbm3e-36gb-memory-amd-instinct-mi350-series-solutions: "Micron: HBM3E 36GB를 AMD Instinct MI350 시리즈에 통합."
- [mentions] AMD (EN, ir, published 2025-06-12) https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html: "AMD: MI350 시리즈가 288GB HBM3E 탑재(마이크론·삼성)."

### Apple (mid)  → /apple.md
- note: 아이폰용 메모리를 애플에 공급(3사 중 하나).
- [mentions] 한국경제 (KO, news, published 2025-12-21) https://www.hankyung.com/article/202512216673i: "아이폰 LPDDR 공급 3사에 마이크론 포함."

### Broadcom (mid)  → /broadcom.md
- note: 브로드컴 AI 가속기용 HBM 공급사.
- [mentions] ZDNet Korea (KO, news, published 2026-03-05) https://zdnet.co.kr/view/?no=20260305121446: "삼성·SK·마이크론 HBM 수요가 브로드컴 AI칩으로 확대."

## Money out · pays to (8)
### ASML (high)  → /asml.md
- note: EUV 리소그래피 장비 매입. 1γ(1-gamma)가 마이크론 첫 EUV DRAM 노드, 1δ에서 EUV 확대. ASML은 EUV 유일 공급사(sole-source).
- [confirms] SEC EDGAR (EN, filing, published 2025-10-03) https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm: "Micron 10-K: "...our first DRAM node incorporating EUV lithography..." + "...a single or sole source, and we may be unable to qualify new suppliers..." ASML은 EUV 장비 유일 공급사."
- [mentions] TrendForce (EN, news, published 2025-03-11) https://www.trendforce.com/news/2025/03/11/news-micron-pioneers-1%CE%B3-ddr5-samples-with-reduced-euv-use-but-future-risks-loom/: "TrendForce: 마이크론 1γ DDR5 샘플, EUV 사용. 향후 1δ에서 EUV 확대."
- [confirms] Micron IR / GlobeNewswire (EN, ir, published 2025-02-25) https://www.globenewswire.com/news-release/2025/02/25/3032114/14450/en/Micron-Announces-Shipment-of-1g-1-gamma-DRAM.html: "Micron IR: 1γ DRAM 출하, EUV 리소그래피 첫 적용 DRAM 노드."

### 신에쓰화학 (high)  → /shin-etsu.md
- note: Shin-Etsu Chemical에서 300mm 실리콘 웨이퍼 매입(LTA).
- [confirms] 아이씨엔매거진 (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Micron Technology 웨이퍼 수급에 Shin-Etsu Chemical 의존."

### 섬코 (high)  → /sumco.md
- note: SUMCO Corporation에서 300mm 실리콘 웨이퍼 매입(LTA).
- [confirms] 아이씨엔매거진 (KO, news, published 2026-01-15) https://icnweb.kr/2026/79720/: "Micron Technology 웨이퍼 수급에 SUMCO Corporation 의존."

### 램리서치 (mid)  → /lam-research.md
- note: 식각·증착 장비 매입(메모리 미세화). Lam의 주요 고객사로 마이크론 명시.
- [mentions] 미국 증권거래위원회(SEC EDGAR) (EN, filing, published 2025-08-11) https://www.sec.gov/Archives/edgar/data/0000707549/000070754925000075/lrcx-20250629.htm: "마이크론이 램의 메모리 고객."
- [mentions] Granitefirm Analysis (EN, analysis, published 2024-08-12) https://www.granitefirm.com/blog/us/2024/08/12/lam-research-chip-equipment/: "Granitefirm: Lam Research 주요 고객은 TSMC·삼성·마이크론·인텔. 식각·증착 강점."

### 도쿄일렉트론 (mid)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 코터·식각·증착·세정 장비 매입.
- [confirms] 시사저널e (KO, news, accessed 2026-06-21) https://www.sisajournal-e.com/news/articleView.html?idxno=406466: "Micron Technology가 TEL 전공정 장비 도입."

### GlobalWafers (mid)  → /globalwafers.md
- note: GlobalWafers에서 300mm 실리콘 웨이퍼 매입/사용.
- [confirms] GlobalWafers (EN, ir, published 2025-03-01) https://www.globalwafers.com/en/investors: "IR: 실리콘 웨이퍼 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market: "300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%."
- [confirms] 디일렉 (KO, news, published 2024-06-01) https://www.thelec.kr/news/articleView.html?idxno=9435: "TSMC·UMC·삼성 등에 웨이퍼 공급."

### Advantest (mid)  → /advantest.md
- note: Advantest에서 반도체 테스트 장비(ATE) 매입.
- [confirms] 알파비즈 (KO, news, published 2025-09-01) https://alphabiz.co.kr/news/view/1065571888915355: "HBM 테스터 압도적 기술력, SK하이닉스 등."
- [confirms] 어드밴테스트 (EN, ir, published 2025-06-01) https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf: "연차보고서: ATE 매출·고객."
- [confirms] Mordor Intelligence (EN, analysis, published 2025-01-01) https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market: "테스트 장비 세계 ~58% 1위."

### Teradyne (mid)  → /teradyne.md
- note: Teradyne에서 반도체 테스트 장비(ATE) 매입.
- [confirms] 한국경제 (KO, news, published 2026-02-24) https://www.hankyung.com/article/2026022418631: "테라다인, 반도체 호황에 질주."
- [confirms] SEC EDGAR (EN, filing, published 2025-02-26) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K: "10-K: 반도체 테스트 매출."
- [confirms] Teradyne (EN, ir, published 2025-01-01) https://www.teradyne.com/semiconductor-testing/: "메모리·SoC·컴퓨팅 테스트."

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