Micron
Mentioned in 17 analyzed podcast episodes across 10 shows
A major semiconductor and memory chip manufacturer producing DRAM and HBM (high-bandwidth memory) for enterprise, data center, and AI applications. The company is actively expanding fabrication capacity with major plant investments in Boise, Syracuse, and Hiroshima, while shifting production away from consumer markets like personal computing to capitalize on higher profit margins in enterprise and AI sectors. Podcasts discuss Micron due to its significant role in addressing global memory shortages critical to AI infrastructure and its major domestic manufacturing expansion efforts.
Mentioned On
Episode Mentions
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”
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