# Micron Boise, Idaho-based memory chip manufacturer and the only US-headquartered company among the three firms capable of producing HBM (high-bandwidth memory) at scale — the others being [[SK Hynix]] and [[Samsung]]. Micron's entire 2026 HBM production is sold out under binding contracts, data center revenue accounts for over 56% of total sales, and the company has announced a $200 billion long-term investment in domestic semiconductor manufacturing and R&D. Micron's strategic significance extends beyond its market position. As the sole American HBM manufacturer, it is a direct beneficiary of the [[CHIPS and Science Act]]'s goal to reshore semiconductor production — and a test case for whether industrial policy can maintain US competitiveness in a segment where Korean competitors ([[SK Hynix]], [[Samsung]]) hold the majority of global capacity. If HBM is the memory that makes AI work, and AI is the technology that determines national competitiveness, then Micron is one of exactly three companies on earth that control that bottleneck. Micron also figures in the [[Chip Export Controls]] story: China banned Micron products from "critical information infrastructure" in May 2023, a retaliatory move widely seen as responding to US restrictions on Chinese access to advanced chips and manufacturing equipment. The ban illustrated how chip controls create bilateral escalation dynamics. ## See Also - [[SK Hynix]] — the HBM market leader - [[Samsung]] — the third HBM manufacturer - [[NVIDIA]] — the primary customer for HBM chips - [[CHIPS and Science Act]] — the legislation supporting domestic manufacturing - [[Chip Export Controls]] — the geopolitical context