Micron Tech — Investing Ideas, Posts & Market Views

Following Micron's record fiscal Q4 and fiscal year 2026 results, Chairman and CEO Sanjay Mehrotra joined CNBC's Jim Cramer on Squawk on the Street to discuss the growing importance of memory and the strong demand environment driving Micron's momentum.

"Memory is key in this era of AI or super intelligence. Micron has a comprehensive portfolio of technology, products, manufacturing capabilities, and we continue to address the fast growing opportunities ahead," Sanjay shared, highlighting Micron's technology leadership, expanding customer commitments and continued investment in the talent powering that success.

Watch the full interview:

Source: Micron Tech

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Micron TechSep 26 at 01:05 AM

Ever used an AI eraser tool to wipe a photobomber out of an otherwise perfect shot? 📸

It happens in the blink of an eye, but behind the screen, your device is actually crunching an unbelievable amount of data. 🧵👇

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Micron TechSep 25 at 04:45 AM

The promise of agentic AI is simple: less time spent managing tasks and more time focused on higher-value work.

As Micron SVP & GM, Core Data Center Business Unit, Jeremy Werner explains, agentic AI runs on two compute stacks, not one. The GPU reasons and plans, while the CPU orchestrates actions. Technologies like KV cache keep AI context available, but growing context sizes and agentic workloads are driving memory needs far beyond reasoning alone. Learn more:

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Micron TechSep 24 at 08:25 PM

From personalized food recommendations to real-time translations to smarter on-device capabilities, these AI experiences all share one growing challenge: getting the right data to the right place, at the right time.

Which memory architecture do you think is best suited for sustained edge #AI inference as workloads become more demanding?

A. Discrete memory architecture

B. Shared memory systems

C. UMA with GPU implemented

D. NUMA architecture

Drop your answer in the comments below.

#EdgeComputing #IntelligenceAccelerated

Source: Micron Tech

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Micron TechSep 12 at 04:30 AM

What happens when AI no longer has to wait for the cloud?

As AI moves closer to where data is created, local computing is unlocking faster insights, more responsive experiences and greater control over how information is processed.

Memory and storage are at the heart of this shift, helping transform data into intelligence wherever it lives.

See how local AI computing is redefining what’s possible on next-generation PCs and shaping the future of #AI at the edge:

Source: Micron Tech

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Micron TechSep 10 at 08:30 PM

Every summer, a new generation of innovators leaves its mark on Micron. This year was no exception.

Over the past few months, interns contributed to meaningful projects, explored new technologies, built lasting connections, and gained hands-on experience with Micron team members across the company.

As they head back to school, we're grateful for everything they brought to Micron and excited to see what comes next. Thank you for being part of our story this summer. #LifeAtMicron

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Micron TechSep 5 at 01:06 AM

🎈 The skies over Boise look a little brighter this week.

For nearly five decades, Boise has been part of Micron's story. What began here has grown into innovations that help power everything from AI to the technologies people rely on every day around the world.

As we celebrate the Spirit of Boise Balloon Classic, we're proud to recognize the community that has inspired generations of innovators, engineers and problem-solvers. As a proud sponsor, we're excited to help keep this special event free for our community to enjoy. It's one way we can give back to the place that has been part of Micron's story, celebrate the people who continue to inspire the future of innovation, and stay connected to the place we call home.

#SpiritOfBoise #LifeAtMicron

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Micron TechAug 29 at 12:50 AM

Micron congratulates our Chairman and CEO, Sanjay Mehrotra, on being named to the 2026 TIME100 AI list, recognizing the 100 most influential people in artificial intelligence. As #AI continues to transform industries and create new possibilities, we're proud to deliver the memory and storage technologies that help power the next generation of AI-enabled experiences from the data center to the edge. Congratulations, Sanjay, on this well-deserved recognition.

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Micron TechAug 28 at 11:36 PM

Micron is celebrating the first graduating class of its registered apprenticeship program in Manassas, Virginia, and welcoming the next generation of apprentices as they sign their apprenticeship agreements and take the first step toward careers in semiconductor manufacturing. 🎉

Since 2024, we've welcomed more than 50 apprentices, helping create pathways into semiconductor careers and strengthening the workforce of the future.

Ready to earn, learn and build a career in semiconductors? Learn more:

Source: Micron Tech

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Micron TechAug 26 at 07:20 PM

Strong leadership drives Micron forward. Today, we are pleased to announce two leadership appointments.

Manish Bhatia has been appointed President and Chief Operating Officer, and Scott DeBoer has been appointed President and Chief Technology and Product Officer.

Manish and Scott bring decades of innovation, operational excellence, and leadership experience to these newly expanded roles. As demand for #AI infrastructure reaches an inflection point, their leadership will be instrumental in advancing Micron's mission to accelerate intelligence — from the data center to the edge. Their appointments position Micron to accelerate growth, advance innovation, and create greater value for our customers, partners and stakeholders.

Congratulations to Manish and Scott on their appointments! Read the full announcement below.

Source: Micron Tech

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Micron TechAug 26 at 01:46 AM

Behind the scenes from @jimcramer and @CNBC's visit to Micron headquarters in Boise last week.

A meaningful week to spotlight our people, our campus and the work happening in Idaho — from Micron Research Labs to live conversations on Squawk on the Street and Mad Money.

#Micron #IntelligenceAccelerated #AI

Source: Micron Tech

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Micron TechAug 25 at 01:26 AM

What a great day celebrating the opening of the Micron Training Center in Boise. 🎉

We celebrated the launch of Boise's Cohort 6 in Micron's registered apprenticeship program, welcoming new apprentices and advancing an earn-and-learn model that creates meaningful pathways into semiconductor manufacturing careers.

We were honored to be joined by @IDAHOgov Brad Little, @boisemayor Lauren McLean, Director of the CHIPS Program Office Bill Frauenhofer, President of the @cwidaho Gordon Jones, and Micron team member, former apprentice and program speaker Bailey Guthrie. Thank you for helping us celebrate this milestone and the partnerships that are helping build Idaho's workforce of the future.

Interested in starting your own apprenticeship journey? Learn more:

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Micron TechAug 21 at 02:26 AM

Great day in Boise with @jimcramer. He saw our massive construction site, leading-edge R&D fab, incredible team members and community, all part of Micron’s over $250 billion investment in America. He left us with great energy and inspiration. Thanks, Jim, and thanks to the entire @CNBC crew.

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Micron TechAug 20 at 10:16 PM

Today we announced the Micron Research Labs, a $10 billion investment with a horizon measured in decades. It will bring together our customers, suppliers, academia, government and the broader semiconductor ecosystem to pursue breakthroughs beyond today’s technology roadmaps and define what is possible in the years ahead.

This is what innovation looks like when you commit to it early. The wall in the picture represents more than 62,000 patents earned by Micron team members, and every one began as a question nobody had answered yet. We are funding the next generation of those questions now, before the world asks for the answers.

The Micron Research Labs joins more than $250 billion of investment in American manufacturing that will create over 90,000 American jobs. Fabs, engineers, technicians, apprentices, suppliers, whole communities.

The decisions we make today will determine who leads the AI economy of tomorrow, and America’s AI future will be built on American-made memory. Memory made by Micron.

#Micron #IntelligenceAccelerated #AI #Research

Source: Micron Tech

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Micron TechAug 20 at 01:01 PM

Introducing Micron Research Labs — a U.S.-based long-horizon research institution in Boise, backed by a planned $10B investment over the next decade. The first dedicated memory research hub of its kind in the U.S.

Bringing together academia, government, startups and industry to advance the memory and compute breakthroughs that will define the AI era.

Read more:

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Micron TechAug 19 at 05:16 PM

Ever notice how background noise disappears on a video call? 🎧

Behind that simple AI experience, multiple workloads like noise suppression, echo cancellation, and real-time transcription are running at once.

Keeping every interaction responsive means moving data fast. As AI becomes part of everyday moments, memory bandwidth plays an increasingly important role in delivering the speed and responsiveness we rely on.

Source: Micron Tech

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Micron TechAug 5 at 09:26 PM

AI agents are accelerating decisions and creating new data-intensive workloads, increasing the need for high-performance memory at the edge and scalable storage in the data center.

At FMS 2026, Micron was recognized with three awards for innovations built to meet those demands:

🏆 Best of Show Award: 245TB Micron 6600 ION SSD

🌱 Sustainability Award: 245TB Micron 6600 ION SSD

💻 User Implementation Award: Micron LPCAMM2

See the solutions driving the future of memory and storage from cloud to edge:

Source: Micron Tech

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Micron TechJul 25 at 05:07 PM

New research from Micron and @Meta explores LPDDR5X performance in large-scale data center workloads using Meta’s open-source DCPerf benchmark suite.

The results challenge conventional thinking, showing how low-power memory can help balance performance, capacity and energy efficiency across both AI and general-purpose workloads. Read the analysis:

Source: Micron Tech

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Micron TechJul 24 at 08:36 PM

What does it take to create one of the cleanest environments on earth?

Go behind the scenes at Micron’s ID1 facility in Boise, where teams reached a major construction milestone earlier this year known as 'blowdown' — an important step in preparing the cleanroom for semiconductor manufacturing equipment.

From a massive construction site to a precision environment built for innovation, this transformation is powered by incredible teamwork, expertise and attention to detail. Watch the story behind the milestone.

Source: Micron Tech

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Micron TechJul 10 at 01:25 AM

Today in Clay, New York, we officially poured concrete for the foundation of our first New York fab — an important milestone in the construction of what will be the largest semiconductor manufacturing site in U.S. history.

We were honored to be joined by federal, state and local leaders, supplier partners, and other distinguished guests to celebrate the progress of this historic project.

A sincere thank you to those pictured: U.S. Secretary of Commerce @howardlutnick, U.S. Small Business Administration Administrator @SBA_Kelly, U.S. Chief Technology Officer Dr. Ethan Klein @USCTO47, New York Governor @GovKathyHochul, @OnondagaCounty Executive Ryan McMahon, Congresswoman @RepTenney, Congressman @JohnMannionNY22, Town of Clay Deputy Supervisor Joe Bick, and the CEOs of @Bechtel, @JacobsConnects, and @GilbaneBuilding.

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Micron TechJul 5 at 02:45 AM

Celebrating 250 years of American ingenuity, resilience and innovation.

From the earliest breakthroughs that shaped a nation to the technologies transforming our world today, progress has always been driven by people with bold ideas and the determination to bring them to life.

We're proud to help power the innovations shaping what's next, from AI to cloud to edge and beyond.

Happy Fourth of July from all of us at Micron. 🎆

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Micron TechJun 30 at 04:15 PM

The American Dream begins with opportunity, and today we’re putting it in the hands of a million American children.

America turns 250 this year, and we’re marking it with a $250M investment in Trump Accounts, the largest of its kind by any company. For our U.S. employees, we’ll match up to $1,000 per child. For the communities we call home across seven states, we’ll seed $250 for every child. One day that becomes a first home, an education, or a company of their own.

This sits alongside the over $200B we’re investing in U.S. manufacturing and the 90,000-plus jobs it creates. This is what investing in America looks like. World-class manufacturing, good jobs, and kids with a head start.

I’m grateful to @POTUS @realDonaldTrump and @SecScottBessent for creating this opportunity for our kids, and proud to stand with leaders like @MichaelDell and @altcap. I hope many more follow.

We’ve been building this country for 250 years. The children we invest in today will build the next 250.

#TrumpAccounts, #America250, #InvestAmerica

Source: Micron Tech

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Micron TechJun 30 at 02:06 PM

Today, Micron announced a $250 million investment to increase long-term savings opportunities for children and families through Trump Accounts (also known as 530A Accounts).

As part of this initiative, Micron is launching an employee matching benefit and providing community seed funding for eligible participants in communities where it operates.

This program complements Micron’s previously announced $200+ billion investments in U.S. memory manufacturing and R&D, creating 90,000+ U.S. jobs. It reflects the company’s sustained commitment to strengthening the nation’s semiconductor ecosystem and the workforce that supports it. Learn more:

Source: Micron Tech

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Micron TechMay 29 at 04:17 PM

Our Micron team brought record‑breaking momentum to #DellTechWorld. 🏆

From partnering with @storagereview to achieve a Guinness World Record — 314 trillion digits of π on a single @Dell PowerEdge™ system — to packed in‑booth sessions and customer breakouts, we showed how Micron delivers real‑world results at scale.

Real infrastructure proof. One unforgettable week. #DTW26 #IntelligenceAccelerated @GWR

Source: Micron Tech

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Micron TechMay 22 at 11:07 PM

Today, @MicronCEO Sanjay Mehrotra hosted a special event at our Manassas, Virginia, fab to celebrate the start of 1α (1-alpha) DRAM manufacturing in the United States.

We're grateful for all who participated, including U.S. Secretary of Commerce @howardlutnick, U.S. Trade Representative Ambassador @jamiesongreer, U.S. Senators @MarkWarner and @timkaine, Virginia Speaker of the House of Delegates @SpeakerDonScott, and other distinguished guests.

Thank you to our teams, partners and the Manassas community who made this moment possible. #IntelligenceAccelerated #MemoryMadeInTheUSA #GoMicron

Source: Micron Tech