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MU

MICRON TECHNOLOGY INC

Sector: technologyMarket Cap: $115.00B

Micron Technology is a leading US memory-chip manufacturer whose fortunes are tightly linked to CHIPS Act subsidies, export controls, and US-China semiconductor policy.

Govt Dependence
45/100
Regulatory Density
70/100
Lobbying Intensity
65/100
Political Signal
HIGH

BusinessWhat MU does

Micron designs and manufactures DRAM and NAND flash memory and storage products sold to data center, PC, mobile, automotive, and industrial markets. Revenue is highly cyclical, driven by memory pricing, and increasingly tied to AI-driven high-bandwidth memory demand.

12 months past · 3 months futureMU activity timeline

$1250$676$102 AugSepOctNovDecJan '26FebMarAprMayJunJulAugSepOct ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · Jul 28 $1213.56 hi $104.88 lo $920.95 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 28 Dan Newhouse (R) · Purchase · 2026-07-10Sheldon Whitehouse (D) · Purchase · 2026-06-25Gilbert Ray Cisneros (D) · Sale · 2026-06-05Ro Khanna (D) · Sale · 2026-05-12Ro Khanna (D) · Sale · 2026-05-11Ro Khanna (D) · Sale · 2026-05-26Gilbert Ray Cisneros (D) · Sale · 2026-05-15Josh Gottheimer (D) · Purchase · 2026-05-21Ro Khanna (D) · Sale · 2026-04-27Dwight Evans (D) · Sale · 2026-03-24Gilbert Ray Cisneros (D) · Purchase · 2026-03-25John Fetterman (D) · Purchase · 2026-03-30Tony Wied (R) · Purchase · 2026-02-19Gilbert Ray Cisneros (D) · Sale · 2026-02-10Gilbert Ray Cisneros (D) · Purchase · 2026-02-24Cleo Fields (D) · Purchase · 2026-02-03John Boozman (R) · Sale (Partial) · 2026-01-08John Boozman (R) · Sale · 2026-01-08John Boozman (R) · Sale (Partial) · 2026-01-26Ro Khanna (D) · Sale · 2026-01-06Julia Letlow (R) · Sale · 2025-09-17Julia Letlow (R) · Sale · 2025-10-01Ro Khanna (D) · Sale · 2025-11-10Ro Khanna (D) · Sale · 2025-11-20Ro Khanna (D) · Sale · 2025-11-13Ro Khanna (D) · Sale · 2025-11-05Ro Khanna (D) · Sale · 2025-10-22Ro Khanna (D) · Sale · 2025-10-03 Two Sigma Investments · + $773804M · 2026-03-31Renaissance Technologies · - $730739M · 2026-03-31Appaloosa Management · + $562504M · 2026-03-31Citadel Advisors · + $3502M · 2025-12-31Citadel Advisors · holds $1533M · 2025-09-30D.E. Shaw & Co. · + $1278M · 2025-09-30Soros Fund Management · OPENED $954M · 2026-03-31Renaissance Technologies · + $859M · 2025-12-31D.E. Shaw & Co. · - $647M · 2025-12-31Appaloosa Management · + $428M · 2025-12-31Millennium Management · + $401M · 2025-12-31Two Sigma Investments · - $297M · 2025-12-31Two Sigma Investments · + $285M · 2025-09-30Bridgewater Associates · + $254M · 2025-12-31 S.1387 · committee · 2026-03-19HR.1665 · committee · 2026-03-17 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-07-29MARKUP · Senate Judiciary · 2026-07-30MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-07-30
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
249 trading days · 28 congressional trades shown · 0 insider buys · 14 13F filings · 2 past bill actions · 3 upcoming markups

Executive Branch ConflictsMU held by Trump-administration officials

Federal Money INTO MUGovernment equity stakes, loans & grants

$6.10B
total federal capital deployed
$6.10B
grants
$6.10B CHIPS Act Commerce 2024-04-25
$6.10B grant
$6.1B grant for NY + Idaho fabs.
+17.0% 30-day post-announcement

Lifetime Government AwardsMU federal contracts by year

$3M
total awarded · 2016–2016
1
contracts on file
2016
peak year ($3M)
$3M $1M 2016: $3M across 1 contract (peak year) $3M 2016
Top contracts by award amount
$3.0M Department of Defense 2016-03-31 HIGH PERFORMANCE COMPUTING SYSTEM WITH INSTALLATION, INTEGRATION, AND
1 years · 1 contracts

Smart Money · 13F HoldingsHedge funds holding MU

$2.07T
Total MU held by tracked 13F funds
8
Funds with MU positions
+1
Funds opened this quarter
Two Sigma Investments $773.80B +120% 15 overlap 2026-03-31
Renaissance Technologies $730.74B -28% 15 overlap 2026-03-31
Appaloosa Management $562.50B +11% 15 overlap 2026-03-31
Citadel Advisors $3.50B +34% 18 overlap 2025-12-31
Soros Fund Management $954M opened 15 overlap 2026-03-31
D.E. Shaw & Co. $647M -70% 18 overlap 2025-12-31
Millennium Management $401M +28% 2025-12-31
Bridgewater Associates $254M +52355% 18 overlap 2025-12-31

Politicians Trading MUMembers of Congress with recent MU positions

18 politicians traded MU across 121 disclosed transactions totaling $1.6M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just MU). 0-30 LOW · 30-60 MID · 60+ HIGH.
3 more politicians active in MU · full table in member dashboard

Congressional TradesWho in Congress is trading MU

2026-07-10 Dan Newhouse R-Washington · house Purchase $1,001 - $15,000
2026-06-25 Sheldon Whitehouse D-Rhode Island · senate Purchase $1,001 - $15,000
2026-06-05 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-05-12 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-05-11 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-05-26 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-05-15 Gilbert Ray Cisneros D-California · house Sale $1,001 - $15,000
2026-05-21 Josh Gottheimer D-New Jersey · house Purchase $1,001 - $15,000
2026-04-27 Ro Khanna D-California · house Sale $1,001 - $15,000
2026-03-24 Dwight Evans D-Pennsylvania · house Sale $15,001 - $50,000
2026-03-25 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-03-30 John Fetterman D-Pennsylvania · senate Purchase $1,001 - $15,000
30+ trades on file · most recent 2026-07-20

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

Stock awards & option exercises

1
stock awards · $33K market value
2026-03-31 Liu Teyin M Director AWARD 97 sh $33K
For MU, executives receive stock primarily as compensation rather than via open-market purchases — typical for established large-cap firms.

Bills Affecting MULive legislation impacting this stock

Political ProfileWhere MU sits in Washington

bipartisan

Micron shares move materially on CHIPS Act funding news, US-China export controls, and Chinese regulatory actions against its products, making it highly policy-sensitive.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • China export controls and retaliation
  • tariffs on semiconductors
  • tightening of foreign investment rules
  • China CAC bans on Micron products

Regulatory opportunities

  • CHIPS Act grants and subsidies
  • Section 48D manufacturing tax credits
  • domestic fab reshoring incentives
  • AI/HBM demand policy support

Capitol Hill AlliesChampions & critics

Congressional champions

  • Rep. Ro Khanna (D-CA)
  • Sen. John Boozman (R-AR)
  • Rep. Val Hoyle (D-OR)

Congressional critics

  • No specific congressional critics identified.

LobbyingWho's hired to advocate for MU

Semiconductor Industry AssociationInformation Technology Industry CouncilNational Association of Manufacturers
Member intelligence layer

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Frequently AskedAbout MU & political exposure

Does MICRON TECHNOLOGY INC (MU) hold federal contracts?
Yes. MICRON TECHNOLOGY INC has 1 federal contract awards totaling $2,996,661, primarily from agencies including Department of Defense. See full contract list and amounts on this page.
Which Trump cabinet officials own MU stock?
2 Trump cabinet members or senior White House staff have disclosed holdings in MU on their OGE 278 financial disclosures, including Donald J. Trump, Lori Chavez-DeRemer. See the Cabinet Conflicts panel for details.
Has Congress traded MU stock?
397 congressional trades by 31 unique members of Congress, most recently on 2026-07-10. See the Congressional Trading panel for politician-by-politician breakdown.
Has the federal government invested in MU?
Yes. 1 federal equity / loan / grant deal(s) totaling $6,100,000,000 (programs: CHIPS Act). See the Government Equity Stakes panel for terms.
What is MU political risk profile?
Government dependence: 45/100. Lobbying intensity: 65/100. Political signal: high. Donor party split: bipartisan.
How does GovGreed track MU political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. MU data is updated daily from these official federal sources.