This technology is driving 'UNPRECEDENTED' demand for memory: Micron CEO
Mehrotra described AI-driven memory demand as unprecedented and reiterated that Micron's supply is sold out well ahead of capacity additions.
Watch or read →What Sanjay Mehrotra says in public, and what their own SEC filings show they own.
President & CEO · Micron Technology, Inc.
CEO since 2017, previously co-founded SanDisk. Leading Micron through AI-driven memory demand surge.
Mehrotra owns about 0% of Micron Technology, Inc., worth $851.9M at the last close.
Score = stake band (35) + founder (15) + tenure (10) + track record (15) + 12-month direction (−10…15) + filing discipline (10). Every input links to a filing or to the career file; the bands are ours.
Dots mark the months the activity below moved the line. Hover one for the filing.
| Security | Held via | Shares |
|---|---|---|
| Common Stock | GRAT | 607,075 |
| Common Stock | Direct | 264,503 |
| Reported as of 2026-08-21 | 871,578 | |
| Date | Type | What happened | Shares | Price | Value | Note |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Sale | Open-market sale across 27 lots, $959.14–$989.59 | −40,000 | $968.90 avg | $38.8M | under a 10b5-1 plan |
| Jul 24, 2026 | Sale | Open-market sale across 42 lots, $906.48–$965.85 | −40,000 | $932.25 avg | $37.3M | under a 10b5-1 plan |
| Jun 26, 2026 | Sale | Open-market sale across 49 lots, $1,128.41–$1,192.42 | −40,000 | $1,158.38 avg | $46.3M | under a 10b5-1 plan |
| May 29, 2026 | Sale | Open-market sale across 36 lots, $942.14–$979.37 | −40,000 | $961.35 avg | $38.5M | under a 10b5-1 plan |
| May 1, 2026 | Sale | Open-market sale across 27 lots, $511.91–$545.39 | −40,000 | $536.26 avg | $21.5M | under a 10b5-1 plan |
| Nov 7, 2025 | Sale | Open-market sale across 10 lots, $227.72–$239.14 | −3,743 | $233.39 avg | $874K | under a 10b5-1 plan |
| Nov 6, 2025 | Sale | Open-market sale across 5 lots, $240.42–$245.55 | −8,757 | $241.34 avg | $2.1M | under a 10b5-1 plan |
| Oct 30, 2025 | Sale | Open-market sale across 6 lots, $221.68–$226.79 | −10,602 | $225.23 avg | $2.4M | under a 10b5-1 plan |
| Oct 29, 2025 | Gift | Gift | −10,000 | — | — | |
| Oct 29, 2025 | Sale | Open-market sale across 2 lots, $230.23–$231.45 | −11,898 | $230.53 avg | $2.7M | under a 10b5-1 plan |
| Company | Role | Reported | Beneficial | % of class |
|---|---|---|---|---|
| MU MICRON TECHNOLOGY INC This page | President and CEO | 871,578 2026-08-21 |
— | — |
| CAVM CAVIUM, INC. | Director | 208,233 2018-07-06 |
— | — |
| SNDK SANDISK CORP | President/CEO | 102,807 2016-05-12 |
— | — |
| WDC WESTERN DIGITAL CORP | Director | 32,489 2016-12-09 |
— | — |
| CDW CDW Corp | Director | 6,391 2026-03-10 |
— | — |
Reported is every lot on the person's own Forms 3, 4 and 5 — direct and through trusts. Beneficial is the figure stated on the latest Schedule 13D/G cover page, which can exclude shares the person disclaims and include options exercisable within 60 days, so the two are never added together.
354 filings under CIK 0001242654 · captured 2026-09-05 · All filings on EDGAR ↗
10 recorded appearances
Mehrotra described AI-driven memory demand as unprecedented and reiterated that Micron's supply is sold out well ahead of capacity additions.
Watch or read →Post-results conversation on product demand, Micron's role in the AI buildout, and how HBM allocation is being managed.
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A rare long-form interview covering his SanDisk founding years and his argument that the AI race is a memory race as much as a compute race.
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Mehrotra said industry-wide memory tightness would persist past 2026 and detailed Micron's expansion of US DRAM manufacturing.
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Fireside chat on Micron's transformation into a memory and AI-infrastructure leader, and why memory and storage have become central to the semiconductor renaissance.
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Mehrotra conceded Micron cannot meet customer demand at current capacity, framing the shortage as structural rather than cyclical.
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Mehrotra positioned India as a growing engineering and assembly-test hub for Micron and discussed the local expansion roadmap.
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Short exclusive on Micron's Asia manufacturing footprint and how it balances geographic concentration against customer demand.
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Mehrotra said the company's priority is bringing on supply rather than chasing price, given how tight the memory market had become.
Watch or read →Interview around Micron's new Syracuse, NY fab, data-center memory demand, and the US manufacturing buildout.
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