Micron
Mentioned in 63 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 (including its Crucial brand) in late 2025 to focus on higher-margin AI and enterprise sales, while investing heavily in new fabrication plants across the U.S. and internationally. Podcasts discuss Micron as a key beneficiary of the AI infrastructure boom and memory shortage, though its domestic expansion efforts have faced regulatory delays.
Mentioned On
Episode Mentions
TBPN · Jul 10, 2026
GPT-5.6 Reactions, Phoebe Gates' Phia Backlash, Hollywood Chases Internet Horror | Diet TBPN
“US-based memory manufacturer competing with SK Hynix and Samsung in AI-driven memory market”
The Last Invention is AI · Jul 10, 2026
Atlas Closes Doors; MuseSpark Opens New Ones
“Idaho-based high bandwidth memory manufacturer; pledged $250 billion US investment in response to SK Hynix IPO”
The Daily AI · Jul 10, 2026
Atlas Closure in Today’s AI Landscape
“Idaho-based high-bandwidth memory manufacturer; pledged $250B U.S. investment in response to SK Hynix IPO”
The AI Podcast · Jul 10, 2026
The Chapter Closes on Atlas; MuseSpark Launches
“Idaho-based company making high bandwidth memory; pledged $250 billion U.S. investment in response to SK Hynix IPO”
Personal AI · Jul 10, 2026
Personal Insights on Atlas Closure and MuseSpark
“Idaho-based high bandwidth memory manufacturer, one of only three global producers, pledged $250 billion U.S. investment”
No Priors AI · Jul 10, 2026
No Prior Warning: Atlas Ends, MuseSpark Arrives
“Idaho-based high bandwidth memory manufacturer; pledged $250B US investment in response to SK Hinnix IPO”
Latent Space AI · Jul 10, 2026
Exploring the Shutdown of Atlas Today
“Idaho-based high bandwidth memory manufacturer; pledged $250 billion U.S. investment in response to SK Hynix IPO”
Global News Podcast · Jul 10, 2026
OpenAI Closes Atlas: Global Impact
“US-based high bandwidth memory manufacturer pledging $250B investment in domestic chip production”
9to5Mac Daily · Jul 10, 2026
Mac shipments are growing, more
“Current memory chip supplier to Apple for devices sold outside China”
Claude AI · Jul 10, 2026
Atlas' Closure: A Turning Point in AI
“Idaho-based high bandwidth memory manufacturer; pledged $250 billion US investment”
ChatGPT News · Jul 10, 2026
Atlas Ends as MuseSpark Begins New Era
“Idaho-based high bandwidth memory manufacturer; one of only three global players; pledged $250 billion US investment”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · Jul 10, 2026
Exploring Atlas’ Closure Amid MuseSpark’s Arrival
“Idaho-based high bandwidth memory manufacturer; pledged $250 billion U.S. investment in response to SK Hynix IPO”
Anthropic · Jul 10, 2026
Why OpenAI Ended Atlas: A Deep Dive
“Idaho-based high bandwidth memory manufacturer; pledged $250B US investment in response to SK Hynix IPO”
AI Breakdown · Jul 10, 2026
The End of Atlas and MuseSpark's Debut
“Idaho-based high bandwidth memory manufacturer, pledged $250 billion US investment in response to SK Hynix IPO success”
Bloomberg Surveillance · Jul 10, 2026
Bloomberg Surveillance TV: July 10th, 2026
“Building five fabs to expand memory capacity; part of memory supply expansion cycle through 2027-2028”
This Week in Startups · Jun 27, 2026
Why F1 Teams are Replacing Wind Tunnels with Smart Tape | E2305
“Reported blowout earnings with 80%+ gross margins on DRAM/NAND, cited as context for Apple's chip cost price hikes.”
Breaking Points with Krystal and Saagar · Jun 8, 2026
6/8/26: Chips Stocks Hammered, Trump Floats Gov Stake In AI Companies
“Semiconductor stock up 1000% YTD; lost 11% in single day during market selloff; represents AI capex dependency”
Pod Save America · May 24, 2026
50 Shades of Legal Gray
“Trump made 3,700 stock trades in Q1 2025; Micron CEO accompanied Trump to China”
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”