MU

Micron Technology Inc

research_scan theme='chips-compute'; value_chain_position='upstream-enabler'; US-listed HBM oligopoly member (with SK Hynix + Samsung); HBM4 ramp qualifies for Blackwell Ultra / Vera Rubin. SK Hynix Indiana fab groundbreaking (2026-08-28) accelerates US-manufacturing footprint at the HBM tier, structurally supportive of Micron's Idaho + New York expansion posture and of the passive-flow marginal-buyer thesis at the HBM oligopoly.