Micron Technology (MU)
HBM + DRAM for AI GPUs. Idaho + New York mega-fabs via CHIPS Act.
- Ticker: MU
- Sector: chip fab (memory)
- DC exposure tier: high
Micron Technology (MU) is a high-exposure name in the data-center supply chain in the chip fab sector. Data Center Index tracks Micron Technology's capex history, project wins, and supplier exposure across the AI infrastructure buildout — refreshed daily from SEC filings and project announcements.
Data center exposure rationale
HBM is essentially all AI/DC-bound; HBM share of revenue is rising rapidly and management cites datacenter as the primary growth driver. Tier set to high pending an explicit % disclosure.
Tracked Micron Technology data center projects
- Microsoft Fairwater Wisconsin — 3.3 GW, Mount Pleasant, WI · operational
- AWS Project Rainier (New Carlisle, Indiana) — 2.4 GW, New Carlisle, IN · operational
- Meta Hyperion — 2.3 GW, Holly Ridge, LA · operational
- Anthropic-Amazon New Carlisle — 1.2 GW, New Carlisle, IN · operational
- OpenAI Stargate Abilene — 1.2 GW, Abilene, TX · operational
- Meta Prometheus — 1.1 GW, New Albany, OH · operational
- Azure Northern Virginia — 1.0 GW, Northern Virginia, VA · operational
- Crusoe Abilene Expansion — 941 MW, Abilene, TX · operational
- Microsoft Fairwater Atlanta — 859 MW, Fayetteville, GA · operational
- AWS Northern Virginia — 770 MW, Loudoun County, VA · under construction