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M
Micron
stableNegative
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P
PSMC
· quietNeutral
Coverage (30d)
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This Week
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Evidence
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Timeline

Micron2026-07-25

US gave Micron $6.1 billion in CHIPS Act subsidies

Micron2026-06-25

Micron signed multi-year memory supply deal with Anthropic

Micron2026-06-25

HBM4 revenue exceeded $1 billion for the first time, signaling strong market adoption.

Micron2026-06-25

Micron posted a 15-fold profit surge with Q2 net income hitting $4.2 billion and gross margin near 85%.

Micron2026-06-22

Micron invested in Anthropic's Series H

Micron2026-05-07

Micron acquires PSMC's P5 fab for $3.8B, converting it for HBM and DDR5 production

Ecosystem

Micron

partneredSamsung3 src
investedAnthropic2 src
developedHBM42 src
competes withNvidia1 src
partneredAnthropic1 src
usesClaude Opus 4.61 src

PSMC

No mapped relationships

Evidence (1 articles)