{"id":"6527856f-9e00-43f2-9ae3-2ac3d9f92131","name":"Micron Technology","slug":"micron","description":"American semiconductor company specializing in memory and storage solutions including DRAM, NAND, and NOR flash. Supplies memory chips for robotics, AI, and autonomous vehicle applications.","status":"public","founded":1978,"hq":"Boise, Idaho, USA","hqLat":43.6166163,"hqLng":-116.200886,"hqGeocodedAt":"2026-08-23T21:11:05.476Z","hqAddress":null,"hqPrecision":null,"website":"https://www.micron.com","fundingTotal":null,"type":"hardware","roles":[],"reviewStatus":"reviewed","heatIndex":50,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf","title":"Micron Q4 FY2026 Prepared Remarks (Physical AI section)","sourceName":"Micron Investor Relations","publishedAt":"2026-09-30"},{"url":"https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx","title":"Micron Technology, Inc. Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results","sourceName":"Micron Investor Relations","publishedAt":"2026-09-30"},{"url":"https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call","title":"Transcript: Micron Technology Q4 2026 Earnings Conference Call","sourceName":"Benzinga (earnings call transcript)","publishedAt":"2026-09-30"}],"keyFacts":[{"label":"HQ","value":"Boise, Idaho, USA"},{"label":"Ticker","value":"NASDAQ: MU"},{"label":"Founded","value":"1978"},{"label":"Focus","value":"Memory and storage solutions (DRAM, NAND, NOR Flash)"},{"label":"Robotics relevance","value":"Memory chips used in autonomous vehicles, robotics, and AI edge computing"},{"label":"CEO","value":"Sanjay Mehrotra"},{"label":"Type","value":"hardware"},{"label":"Physical AI memory/storage outlook humanoids vs L4 AV (company-stated, Sep 2026)","value":"Company-stated ([company-stated](https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf); also [earnings PR](https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx) / [call transcript](https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call)): in Q4 FY2026 prepared remarks (Sep 30 2026), Micron said autonomous vehicles are the first major deployment of physical AI and that the category will expand over time to humanoid robots and other intelligent autonomous systems. Memory content in Level 4 and higher AVs typically exceeds 200GB, while storage reaches multiple terabytes (each more than an order of magnitude above today's Level 2+/Level 3 vehicles). Humanoid robots are expected to have comparable memory and storage requirements to autonomous vehicles. With anticipated growth in both units and memory content, physical AI can become a significant driver of memory and storage demand by the end of this decade. Several physical AI customers are sampling next-generation products, and Micron is increasing roadmap investment for the opportunity. Cap: company forward-looking outlook from IR prepared remarks / earnings call, not a measured BOM for a named humanoid SKU. Digest X simplified this as \"humanoid robots could need 200GB+ DRAM\"; primary ties the 200GB+ figure to L4+ AVs and says humanoids are expected to be comparable"},{"label":"LPDDR6 sampling to physical AI markets (company-stated, Sep 2026)","value":"Company-stated ([company-stated](https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx)): Sep 30 2026 earnings press release product highlights include \"We began sampling 1-gamma based LPDDR6 products to multiple physical AI markets.\" Cap: company product-highlight claim; customer names and volumes undisclosed"},{"label":"26 strategic customer agreements; $32B customer commitments; RPO ~$150B (company-stated, Sep 2026)","value":"Company-stated ([company-stated](https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf); also [earnings PR](https://investors.micron.com/news/press-release/2026/Micron-Technology-Inc--Reports-Record-Fiscal-Fourth-Quarter-and-Full-Year-2026-Results/default.aspx); [call transcript](https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call)): Micron said it has signed 26 multi-year take-or-pay strategic customer agreements (SCAs), currently estimated at over 35% of revenue through 2030; about three-quarters of that estimated SCA revenue has a defined pricing framework (mostly floor/ceiling bands) and the rest is periodically market-negotiated. Customer financial commitments for the 26 SCAs and extensions rose to $32 billion, the vast majority as cash deposits. CFO Mark Murphy said remaining performance obligations (RPO) are approximately $150 billion for SCAs with determined pricing, based on committed volumes and minimum pricing. Cap: company IR / prepared remarks; commitments and RPO are contracted figures, not settled cash revenue."},{"label":"More than 75% of FY2027 output already committed (company-stated on call, Sep 2026)","value":"Company-stated ([company-stated](https://www.benzinga.com/news/26/09/62095451/transcript-micron-technology-q4-2026-earnings-conference-call); also [prepared remarks](https://s25.q4cdn.com/621799436/files/doc_financials/2026/q4/Q4-FY26-Prepared-Remarks.pdf)): on the Q4 FY2026 earnings call (Sep 30 2026), CEO Sanjay Mehrotra said more than 75% of Micron's 2027 output is already committed across SCA and non-SCA customers, with the majority of customer discussions already shifting to 2028. Prepared remarks separately say Micron has completed agreements for the vast majority of calendar 2027 HBM bit supply at significantly higher year-over-year prices. Cap: company oral + prepared remarks; \"output\" coverage mixes SCA and annual PO customers per Mehrotra's clarification."}],"aliases":[],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":null,"employeeCountBasis":null,"employeeCountAsOf":null,"marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-08-22T04:12:24.937Z","updatedAt":"2026-10-04T16:04:00.885Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/micron","url":"https://registry.deploy.report/companies/micron","name":"Micron Technology","description":"American semiconductor company specializing in memory and storage solutions including DRAM, NAND, and NOR flash. Supplies memory chips for robotics, AI, and autonomous vehicle applications.","identifier":"6527856f-9e00-43f2-9ae3-2ac3d9f92131","foundingDate":"1978","address":"Boise, Idaho, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":3,"primary_source_types":["primary-company-ir"]}}}