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M
Micron
risingNegative
vs
partnered (3)competes with (1)
S
Samsung
stableNeutral
Coverage (30d)
1vs2
This Week
1vs0
Evidence
5 articles
Relationships
2
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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%.

Samsung2026-06-25

Samsung HBM4 sales reportedly topped $1B.

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

Samsung2026-04-15

Was found by an academic study to capture screenshots every minute via ACR systems.

Ecosystem

Micron

partneredSamsung3 src
investedAnthropic2 src
developedHBM42 src
usesClaude Opus 4.61 src
competes withNvidia1 src
partneredNvidia1 src

Samsung

competes withMicron1 src
developedHBM41 src
partneredQualcomm1 src
partneredNvidia1 src
competes withSK Hynix1 src
developedSamsung PM9D3a1 src

Evidence (5 articles)