Micron · customer concentration
Micron’s biggest customers
Who are Micron’s biggest customers?
Undisclosed Customer: 17% of FY2025 revenue
stale FY2025 is the latest fiscal year with a 10% customer fact in the SEC data; the latest fiscal year with reported revenue is FY2026, for which no 10% customer is in the data yet.
The filing does not name this customer. Hollsteen never guesses names.
“Revenue from one customer was 17% (primarily included in the CMBU segment) of total revenue for 2025.”
Micron 10-K, verbatim · 10-K · filed Oct 9, 2026
Numbers, method and sources
Share of revenue per customer as tagged in the filing’s XBRL (ConcentrationRiskPercentage, benchmark revenue). US GAAP requires disclosure only for customers with at least 10% of revenue; a year without a customer means below 10% or not disclosed. Labels like “Customer A” are the filer’s own; the same label is not guaranteed to be the same customer every year.
FY2025
- Undisclosed Customer (not named in filing) 17%
FY2024
- Undisclosed Customer (not named in filing) 10%
FY2022
- Undisclosed Customer (not named in filing) 12%
- Undisclosed Customer_2 (not named in filing) 11%
FY2021
- WPG Holdings Limited 13%
FY2020
- Kingston 11%
SEC filings only. No market data.
Is Micron getting more dependent on one customer?
Largest disclosed customer, by fiscal year
All Micron facts from SEC filings · Customer concentration of all companies