Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds MU with 7.10% (as of 2026-07-16).

Yes, VanEck Semiconductor ETF (SMH) holds MU with 5.84% (as of 2026-07-16).

Yes, Vanguard Information Technology ETF (VGT) holds MU with 5.04% (as of 2026-07-16).

Yes, Vanguard Value ETF (VTV) holds MU with 4.85% (as of 2026-07-16).

Yes, Technology Select Sector SPDR Fund (XLK) holds MU with 4.68% (as of 2026-07-16).

Micron Technology, Inc. (MU) is held by AIS (7.10%), SMH (5.84%), VGT (5.04%), VTV (4.85%), XLK (4.68%), and 7 more.

What AI bubble is MU in?

Micron Technology, Inc. (MU) is mapped to the DRAM / HBM Memory bubble on QuantAbundancia. Only US-listed pure-play DRAM/NAND/HBM producer.

What sector is MU in?

Micron Technology, Inc. is classified under GICS Information Technology (Semiconductors).

What is MU's last close price?

MU last closed at $853.20 on 2026-07-16.

MU

NASDAQNext earnings·Sep 23AnalystsStrong Buy·42+74%

Micron Technology, Inc.

Information Technology · Semiconductors

$853.20last close

+632.8%~252d

Price

+632.80% over 1Y

4 curated levels

Tese

em 2026-07-16

Only US-listed pure-play DRAM/HBM/NAND producer - structural scarcity premium for US-retail. Crossed $1T market cap 2026-05-26 (first memory pure-play in history). HBM share ~25-26% (third behind SK Hynix and Samsung); "preferred supplier" status on NVIDIA's most advanced HBM3E nodes.

FY26 revenue projection ~$70B (near-doubling from FY24 ~$38B), driven by HBM mix shift. HBM4 share on Rubin appears soft (SK Hynix ~70% per Korean media); recovery on post-Rubin generation is the single most material forward variable. Bull case: HBM-contract floor decouples memory from spot-pricing cycle.

Bear case: cycle reversal possible 2027-2028 as HBM supply catches up.

•~$77B FY26 estimated operating income (+684% YoY)
•HBM3E supplier to NVDA Blackwell platform
•Capacity-constrained through 2026; HBM allocations sold out
•US-domiciled - only major DRAM producer outside Korea

clientesNVIDIA · Hyperscalers (AMZN/MSFT/GOOG/META) · AMD

Analyze MU· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 7 watchlists

+90%YTD
6xFWD PE
+84%YTD
5xFWD PE

Top correlated· 252d co-movement

Frequently asked questions

Is MU in AIS?: Yes, VistaShares Artificial Intelligence Supercycle ETF (AIS) holds MU with 7.10% (as of 2026-07-16).
Is MU in SMH?: Yes, VanEck Semiconductor ETF (SMH) holds MU with 5.84% (as of 2026-07-16).
Is MU in VGT?: Yes, Vanguard Information Technology ETF (VGT) holds MU with 5.04% (as of 2026-07-16).
Is MU in VTV?: Yes, Vanguard Value ETF (VTV) holds MU with 4.85% (as of 2026-07-16).
Is MU in XLK?: Yes, Technology Select Sector SPDR Fund (XLK) holds MU with 4.68% (as of 2026-07-16).
What ETFs hold MU?: Micron Technology, Inc. (MU) is held by AIS (7.10%), SMH (5.84%), VGT (5.04%), VTV (4.85%), XLK (4.68%), and 7 more.
What AI bubble is MU in?: Micron Technology, Inc. (MU) is mapped to the DRAM / HBM Memory bubble on QuantAbundancia. Only US-listed pure-play DRAM/NAND/HBM producer.
What sector is MU in?: Micron Technology, Inc. is classified under GICS Information Technology (Semiconductors).
What is MU's last close price?: MU last closed at $853.20 on 2026-07-16.

MU

Price

Tese

Analyze MU· interactive tools

Bubbles· capital-flow co-movement

Themes· editorial groupings

Conviction· in 7 watchlists

Top correlated· 252d co-movement

Frequently asked questions

Related research· long-form analysis touching MU

Recent news· high-signal only

Held by ETFs

Key levels

Facts