Micron
Mentioned in 45 analyzed podcast episodes across 10 shows
A major semiconductor memory manufacturer specializing in DRAM and HBM chips for enterprise and data center applications. The company exited the consumer market in late 2025 to focus on higher-margin AI and manufacturing sales, while investing heavily in new fabrication plants across the U.S. and internationally to address supply constraints driving the global memory shortage. Micron is frequently discussed in tech podcasts as a key player positioned to benefit from AI infrastructure expansion and as an alternative investment in the semiconductor sector.
Mentioned On
Episode Mentions
Prof G Markets · May 21, 2026
SpaceX Just Filed to IPO — The Numbers Are Ugly
“Memory semiconductor company trading at 12x forward P/E due to cyclical earnings expectations and commodity market dynamics”
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“HBM memory supplier; one of three companies making high-bandwidth memory under supply pressure”
Prof G Markets · May 15, 2026
The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran
“Up 160% YTD; memory chip supplier benefiting from AI demand surge; potential next NVIDIA narrative”
CNBC's "Fast Money" · May 14, 2026
Cerebras Surges In Nasdaq Debut… And Wheelin’ & Dealin’ In China 5/14/26
“Memory chip maker positioned as better value play than Cerebras; trading at 8x earnings with clearer execution path for memory bottleneck solution”
Raging Moderates with Scott Galloway and Jessica Tarlov · May 14, 2026
Trump Sucks Up to Xi, But Doesn’t Care About Americans’ Financial Pain
“CEO or representative attended summit; semiconductor manufacturer affected by China chip export restrictions”
Tech Brew Ride Home · May 14, 2026
The Biggest Tech IPO Since Uber
“Memory semiconductor company notching triple-digit gains from AI infrastructure demand”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“US semiconductor company with China exposure; products barred over cybersecurity concerns in China”
Bloomberg Tech · May 13, 2026
Anthropic Eyeing Over $900 Billion Valuation
“Memory chip maker attending Trump's China trip; facing challenges in Chinese market but critical to AI processor development”
The Information's TITV · May 13, 2026
Former Alibaba Star Researcher Starts New AI Lab, Anthropic’s Rising Costs, Altman Takes The Stand
“Semiconductor executive traveling with President Trump to China for state visit discussions”
Breaking Points with Krystal and Saagar · May 13, 2026
5/13/26: GOP Midterm Bloodbath, Trump's Oligarch Trip To China, Prof Pape On China Advancing Rapidly
“Sanjay Mahotra attending summit; semiconductor manufacturer seeking China market access”
Breaking Points with Krystal and Saagar · May 13, 2026
5/13/26: Trump Says He Doesn't Care About Americans Finances, Male Employment Craters, Israel Most Hated Country On Earth In New Poll
“CEO mentioned as part of Trump's China Air Force One delegation”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“Memory chip manufacturer up 78% in recent period as AI-driven data center buildout increases memory demand”
TBPN · May 9, 2026
Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN
“Memory company included in AI Big Ten market concentration analysis alongside Mag-7 and other semiconductor leaders”
Rich Habits Podcast · May 8, 2026
Anthropic & SpaceX Partnership, GameStop Buying eBay & Data Centers In Your House
“Memory chip supplier benefiting from insatiable AI infrastructure demand across hyperscalers”
Morning Call · May 6, 2026
Morning Call 5/6/26
“Memory stock rallying; market cap surpassed $700 billion for first time; up 6.5% pre-market”
InvestTalk · May 6, 2026
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
“Semiconductor company up 11% on earnings day, benefiting from AI investment trends”
CNBC's "Fast Money" · May 5, 2026
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
“Memory stock gaining from AI infrastructure build-out; part of 46% semiconductor index rally in 36 days”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“Memory chip manufacturer experiencing best month since February 2000; benefiting from AI infrastructure spending”
Prof G Markets · Apr 30, 2026
Ray Dalio: The World Order Has Unraveled
“Memory chip supplier; memory prices quadrupled within a year due to AI infrastructure demand”
All TWiT.tv Shows (Audio) · Apr 30, 2026
Intelligent Machines 868: Happy Hamburgers Towing Timmy To The Sea
“Closed Crucial consumer brand due to memory shortage, maintains direct relationship with Framework for allocation”
The Spillover · Apr 28, 2026
K-Shaped Everything + Affordability Crisis + Trump vs. Mamdani Populism
“Semiconductor manufacturer in Boise, Idaho; one of few US chip makers mentioned as economic anchor”
The Vergecast · Apr 28, 2026
Musk and Altman go to court
“Memory manufacturer; Framework secured access to LPDDR5X Cam2 memory modules for new laptop”
CNBC's "Fast Money" · Apr 24, 2026
Intel Posts Best Day Since 1987 and Counting Down to Big Tech Results 4/24/26
“Mentioned as better valuation alternative to Intel for semiconductor trade exposure”
Tech News Weekly (Audio) · Apr 23, 2026
TNW 434: Is This Framework's Linux MacBook? - Framework's Take on the Pro Laptop
“Memory supplier working directly with Framework to ensure adequate RAM availability for Laptop 13 Pro production”
All TWiT.tv Shows (Audio) · Apr 23, 2026
Tech News Weekly 434: Is This Framework's Linux MacBook?
“Memory supplier working directly with Framework to ensure adequate LPCAM2 memory supply for Laptop 13 Pro”
Bloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Third major player in high-bandwidth memory market alongside SK Hynix and Samsung”
EE Times Current · Apr 23, 2026
Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity
“Co-developer of 3DXPoint PCM technology that was discontinued despite initial promise”
Dwarkesh Podcast · Apr 15, 2026
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
“HBM memory supplier; invested heavily in AI memory based on Jensen's guidance five years ago”
Prof G Markets · Apr 13, 2026
Don't Try to Beat This Market — Here's What to Do Instead
“Memory chip company benefiting from AI capex wave; part of Halo infrastructure trade”
A Product Market Fit Show | Startup Podcast for Founders · Mar 23, 2026
How he grew his AI startup from $2M to $20M ARR in 12 months. | Omar Haroun, Co-Founder of Eudia
“Former employer of Rob Beard, one of Omar's early design partner CLOs”
TBPN · Mar 5, 2026
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
“Memory manufacturer reallocating capacity to AI, exiting consumer brand Crucial”
All-In with Chamath, Jason, Sacks & Friedberg · Feb 28, 2026
Software Stocks Implode, Claude's Hit List, State of the Union Reactions, Trump's Tariff Pivot
“$100B chip fab in New York delayed 1200 days due to environmental lawsuits by six citizens”
Mad Money w/ Jim Cramer · Feb 27, 2026
Mad Money w/ Jim Cramer 2/26/26
“Memory chip company participating in hardware tech sector decline”
9to5Mac Daily · Feb 26, 2026
A18 MacBook rumors, more
“Prior employer where Martin Schubert developed expertise in advanced optical and chip technologies”
Cheeky Pint · Feb 26, 2026
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
“HBM memory vendor; supply constraint for AI chip manufacturing”
Latent Space: The AI Engineer Podcast · Feb 24, 2026
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
“Memory company positioned to benefit from DRAM and HBM shortage”
Brad & Will Made a Tech Pod. · Feb 22, 2026
327: Two Hours of War
“Memory manufacturer CEO providing dire warnings about supply chain failures and company bankruptcies”
Daily Tech News Show · Feb 17, 2026
Scientist Can 3D Print in Seconds - DTNS 5207
“Spending $200 billion to expand or build new RAM fabrication plants in Boise, Syracuse, and Hiroshima”
Morning Brew Daily · Feb 17, 2026
AI is Driving a Memory Shortage & Detroit Wants to Revive the Sedan
“Memory chip manufacturer diverting production to data center memory, away from consumer gadgets”
Law and Chaos · Feb 6, 2026
Ep 202 — From Atari to NVIDIA: We Don’t Care, We Don’t Have To!
“RAM manufacturer that exited consumer market in December 2025 to focus on AI data center sales”
All-In with Chamath, Jason, Sacks & Friedberg · Jan 9, 2026
Howard Lutnick: How America Can Hit 6% GDP Growth in 2026
“Semiconductor manufacturer with major factory groundbreaking in upstate New York as example of domestic manufacturing expansion”
This Week in Tech (Audio) · Jan 5, 2026
TWiT 1065: AI Action Park - DeepSeek's mHC Model Training Breakthrough!
“Stopped selling consumer DRAM due to higher profit margins in enterprise/manufacturing sales”
This Week in Tech (Audio) · Dec 28, 2025
TWiT 1064: TWiT Best 0f 2025 - 2025's Best Moments on TWiT
“Discussed regarding market share in RAM and semiconductor manufacturing”
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Third DRAM vendor; recently exited consumer business to focus on enterprise; building new fabs to expand capacity by 2027”
BG2Pod with Brad Gerstner and Bill Gurley · Oct 31, 2025