MU · News · 20261018N

Competition and Market Share

MICRON TECHNOLOGY INC · 2026-10-18 · Importance 34 · Surprise 42

Micron remains one of three companies producing working memory used alongside processors in data centers, underscoring the concentrated competitive structure of the market. Samsung is reportedly adopting TSMC’s 3-nanometre process for base dies in Nvidia’s next-generation custom high-bandwidth memory (HBM) products. Nvidia has asked Samsung, SK Hynix, and Micron to adopt the process for NVHBM base dies, while Samsung plans to retain in-house production for standard HBM and other custom products, potentially intensifying competition for Nvidia-related HBM programs.

Key facts

• The Micron stock has returned 103.67% over the last 6 months. source
• Nvidia requested Micron Technology to adopt TSMC's process for NVHBM base dies. source
• Micron is one of three companies left making the working memory that sits beside a processor in a data centre. source
• Micron Technology, Inc. (NASDAQ:MU) closed at $931.24 on October 15. source