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Micron Technology (MU) is a global leader in innovative memory and storage solutions. As one of the world's largest semiconductor companies, Micron specializes in DRAM and NAND technologies that are fundamental to modern computing. The company has pivoted aggressively toward enterprise and data center markets, recently announcing its exit from the consumer-facing Crucial brand to focus on high-growth AI infrastructure.
By producing industry-leading High Bandwidth Memory (HBM) and low-power server modules, Micron provides the essential "fuel" for large language models (LLM), positioning itself as a primary beneficiary of the global generative AI spending cycle.