MicronMU
Micron's memory-fab buildout is a direct order book for the chip-equipment makers.
Where the cash goes~$11B / yr · FY2025
Capex$8B
R&D$3.4B
Money flows left → right · hover a node · click to open the stock.Equipment
Most exposed to MU's spend
Relationships are hand-curated and sourced from filings, announcements, and public reporting — a map for generating ideas, not a complete supply chain, and not investment advice. Exposure weights are relative, for sizing only. Spot something missing? Contributions welcome on GitHub.