Who supplies Micron, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
⚡
Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Micron files 8-Ks, announces contracts, or beats guidance.
19 companies with a disclosed relationship to Micron · 1 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Semicap Equipment (7) | ||||||||||
| KLAC | Process control | supplier | - | - | - | - | - | 32 | 20% exp79 | |
| AMAT | Deposition and process equipment | supplier | - | - | - | - | - | 25 | 20% exp79 | |
| CAMT | Packaging inspection | supplier | - | - | - | - | - | 20 | 15% exp77 | |
| TER | Test equipment | supplier | - | - | - | - | - | 20 | 15% exp77 | |
| LRCX | Etch and deposition | supplier | - | - | - | - | - | 17 | 15% exp77 | |
| ONTO | Inspection and metrology | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| ASML | Lithography | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| Servers & ODM (3) | ||||||||||
| HPE | Server memory | customer | - | - | - | - | - | 52 | 32% exp85 | |
| SMCI | Server memory | customer | - | - | - | - | - | 31 | 32% exp85 | |
| DELL | Server and client memory | customer | - | - | - | - | - | 6 | 32% exp85 | |
| Compute (3) | ||||||||||
| AMD | HBM for accelerators | customer | - | - | - | - | - | 10 | 15% exp77 | |
| AVGO | Memory for custom accelerators | customer | - | - | - | - | - | 4 | 15% exp77 | |
| NVDA | HBM on GPU packages | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Materials (1) | ||||||||||
| ENTG | Materials and contamination control | supplier | - | - | - | - | - | 10 | 15% exp77 | |
| Components (1) | ||||||||||
| AAPL | Mobile DRAM and NAND | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Cloud & Neocloud (1) | ||||||||||
| MSFT | Data-center memory | customer | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (3) | ||||||||||
| WDC | Storage | competitor | - | - | - | - | - | 17 | 15% exp77 | |
| STX | Storage | competitor | - | - | - | - | - | 15 | 15% exp77 | |
| SNDK | NAND flash | competitor | - | - | - | - | - | 2 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.