Gravity

~22% of global DRAM revenue GROSS across DC+AI+PC+auto; HBM #3 and the only US DRAM maker — a memory-chokepoint flank feeding the AI buildout

med confidence · as of 2026-07-26 · about Micron

Sourced figures 2

kestrel board.yaml micron gravity axis ~22% of DRAM revenue; HBM #3; only US DRAM maker
2026-07 med
stockanalysis.com MU income statement TTM revenue $90.3B (memory demand proxy)
2026-05 high

the working

Threads 2

Memory Squeeze developing
CXMT IPO open

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