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Via News Knowledge File

Micron Technology Inc

organization80% conf.·synced Oct 25, 2026

Memory and storage solutions manufacturer

60
sourced metrics
907
relationships
20
stated objectives
8
Via News reports

Every fact below is drawn from Via News's knowledge graph and linked to the source document it came from. Nothing here is unsourced. How we source →

Key metrics · each point sourced

Stock Price
856.49USD
Oct 22, 2026reference only
Market Cap
967313939900USD
Oct 22, 2026reference only
Price 52 Week Low
201.37USD
Oct 22, 2026reference only
Stock Return Ytd
171.5%
Oct 22, 2026reference only
Price 52 Week High
1213.56USD
Oct 22, 2026reference only
Shares Outstanding
1129393151.0shares
Jun 17, 2026reference only
Cash
24995000000.0USD
May 28, 2026reference only
Cost Of Revenue
6400000000.0USD
May 28, 2026reference only
Stockholders Equity
100724000000.0USD
May 28, 2026reference only
Revenue
41456000000.0USD
May 28, 2026reference only
Net Income
28243000000.0USD
May 28, 2026reference only
Gross Profit
35056000000.0USD
May 28, 2026reference only
Total Liabilities
33388000000.0USD
May 28, 2026reference only
Operating Income
33318000000.0USD
May 28, 2026reference only
Total Assets
134112000000.0USD
May 28, 2026reference only
Rd Expense
1316000000.0USD
May 28, 2026reference only
Eps
24.67USD_per_share
May 28, 2026reference only
Capex
5389000000.0USD
Nov 27, 2025reference only

Stated objectives

Achieve adjusted EPS of around $19.15 in Q3

source
target: 19.15 USD per share stated

Grow HBM market to $100 billion total addressable market

source
target: 100 billion USD by 2028-01-01 00:00:00stated

Begin production at Singapore HBM fab

source
by 2027-01-01 00:00:00stated

Begin DRAM production at retooled PSMC Taiwan fab

source
stated

Reach full production at Onondaga County, New York DRAM megafab complex

source
by 2030-01-01 00:00:00stated

Micron guided to Q1 FY2025 revenue between $12.2bn and $12.8bn

source
target: 12.2–12.8 billion USD stated

Micron guided to Q1 FY2025 adjusted EPS between $3.60 and $3.90

source
target: 3.60–3.90 USD EPS stated

$20 billion capital investment for fiscal 2026 including New York megafab and Idaho facility

source
target: 20 billion USD stated

Strategic focus on high-growth data center segments following exit from consumer products

source
stated

Complete first semiconductor fabrication facility outside Syracuse

source
by 2030-12-31 00:00:00stated

Relationship graph · 907 connections

Competes with
208
Supplies to
183
Covered by
164
Developed by
86
Invested in
50
Customer of
44
located in
31
Employs
30
has patent dispute with
Netlist

Via News coverage

Micron's 2026 HBM Output Is Fully Sold Out, Setting Up Revenue Beat
July 3, 2026
Micron Crosses $1T Market Cap as Sandisk Rallies 700%+ in AI Memory Supercycle
June 19, 2026
Intel +240%, Nvidia +15%: AI Infrastructure Boom Splits Semiconductor Winners in 2026
May 12, 2026
HBM's 3x Wafer Cost Locks In 125% DRAM Price Surge Through 2027
May 12, 2026
Marvell, Samsung Lead Semiconductor Rally as AI Chip Demand Surges from Enterprise Clients
March 22, 2026
Memory Chip Makers Hit Record Margins as AI Systems Triple LPDDR Content
March 8, 2026
Hyperscalers Deploy $216B in AI Capex, Triggering Semiconductor Capacity Race
February 27, 2026
AI Infrastructure Stocks Surge 166-315% While Software Names Tumble in Market Split
February 23, 2026
This Knowledge File is assembled from Via News's source-traceable knowledge graph. Metrics, objectives and relationships are extracted from primary and credible secondary documents and refreshed on a schedule. Read our methodology →
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Enterprise Software Races to Govern and Consolidate Around Agentic AI
Enterprise software vendors are repositioning around autonomous AI agents. Salesforce is acquiring Braze, ServiceNow is launching agent governance tools (AI Passport, Super Intelligence Control Tower), SAP is pushing its 'Autonomous Enterprise', and Zeta is launching AthenaOS and its own inference model. Palantir is embedding itself in banking, aviation and sovereign AI infrastructure through partnerships with Customers Bank, Surf Air, Ondas and Armada. Governance, data sovereignty and enforced policy are emerging as preconditions for regulated sectors like finance. Investors such as Norwest see room to disrupt ERP and finance software, and they caution that AI should not be trusted with financial calculations. Consolidation and shareholder disputes (Salesforce/Braze, Tiny/Oso Cloud, ZenaTech/Boardwalktech) show the market reshaping.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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