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Micron Technology (MU) is a Boise, Idaho-based global memory and storage semiconductor company founded in 1978, and one of only three manufacturers in the world capable of producing cutting-edge DRAM and NAND flash memory at scale.
What has transformed Micron from a volatile commodity chipmaker into a must-own AI infrastructure stock is simple: every Nvidia (NVDA) GPU requires High Bandwidth Memory, and Micron (alongside SK Hynix and Samsung) is one of the only companies on the planet that can supply it. CEO Sanjay Mehrotra declared that in the AI era, memory has become a strategic asset for customers, and the numbers back that up emphatically.
