# Who are Micron Technology's customers? Who does Micron Technology earn revenue from?
Canonical: https://valuechain.wiki/micron · Facet: customers · Updated: 2026-10-09T13:13:06.366+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Micron Technology's confirmed revenue counterparties include NVIDIA, AMD, 파이슨 plus 2 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 5 revenue edges, backed by 9 dated sources, 2 of them primary filings (as of 2026-10-09).

### NVIDIA (high)  → /nvidia.md
- note: NVIDIA's 10-K names Micron as a memory (incl. HBM) supplier (buyer-side primary). Micron's largest single customer at 17% (FY2025, CMBU cloud) is undisclosed, so NVIDIA is inferred but unconfirmed.
- [confirms] SEC filing (EN, filing, published 2026-02-25) https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm: "NVIDIA 10-K: "We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung." Buyer-side primary filing confirming Micron to NVIDIA supply."
- [confirms] SEC EDGAR (EN, filing, published 2025-10-03) https://www.sec.gov/Archives/edgar/data/723125/000072312525000028/mu-20250828.htm: "FY2025 record revenue $37.38B (vs $25.11B, +49%), net income $8.54B. Datacenter (CMBU) revenue $13.52B; HBM+high-cap DIMM+LP server DRAM $10B (5x). CY2026 HBM sold out."
- [confirms] ETNews (KO, news, published 2024-02-27) https://www.etnews.com/20240227000072: "ETNews: Micron started HBM3E mass production for NVIDIA's H200, entering the market ahead of Samsung and SK."

### AMD (high)  → /amd.md
- note: Supplies 36GB 12-high HBM3E to AMD Instinct MI350 (dual-sourced with Samsung). The prior MI325X used 8-high HBM3E.
- [confirms] TrendForce (EN, news, published 2025-06-13) https://www.trendforce.com/news/2025/06/13/news-unpacking-amds-mi350-powered-by-tsmcs-n3p-with-samsung-micron-as-dual-hbm3e-suppliers/: "TrendForce: AMD MI350 is built on TSMC N3P and uses Samsung and Micron as dual HBM3E suppliers."
- [confirms] Micron / Nasdaq (EN, ir, published 2025-06-12) https://www.nasdaq.com/articles/micron-technology-integrates-hbm3e-36gb-memory-amd-instinct-mi350-series-solutions: "Micron: integrated 36GB HBM3E into the AMD Instinct MI350 series."
- [mentions] AMD (EN, ir, published 2025-06-12) https://www.amd.com/en/blogs/2025/amd-instinct-mi350-series-and-beyond-accelerating-the-future-of-ai-and-hpc.html: "AMD: the MI350 series carries 288GB of HBM3E (Micron and Samsung)."

### 파이슨 (high)  → /phison.md
- note: One of Micron's NAND wafer buyers: Phison purchases about 16EB of raw NAND per year at wafer level across major suppliers.
- [confirms] Blocks and Files (EN, news, published 2023-06-12) https://blocksandfiles.com/2023/06/12/phison-largest-ssd-supplier-no-one-knows-about/: "Phison buys 16 exabytes of raw NAND a year, purchasing at wafer level."

### Apple (mid)  → /apple.md
- note: Supplies iPhone memory to Apple (one of three).
- [mentions] Korea Economic Daily (KO, news, published 2025-12-21) https://www.hankyung.com/article/202512216673i: "Micron is among the three iPhone LPDDR suppliers."

### Broadcom (mid)  → /broadcom.md
- note: Supplies HBM for Broadcom's AI accelerators.
- [mentions] ZDNet Korea (KO, news, published 2026-03-05) https://zdnet.co.kr/view/?no=20260305121446: "Demand for Samsung, SK and Micron HBM expands with Broadcom's AI chips."

Reverse side: https://valuechain.wiki/micron/suppliers.md · Ripple: https://valuechain.wiki/micron/ripple.md

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Full node: https://valuechain.wiki/micron.md · JSON: https://valuechain.wiki/micron.json