MUMicron Technology
We are a global leader in semiconductor memory and storage, powering AI and compute-intensive applications from cloud to edge. 10-K, Item 1
- Employees
- 61,000
- Headquarters
- Boise, ID
- CEO
- Sanjay Mehrotra
- Next results
- around Dec 16, 2026
What changed
10-K filed Oct 9, 2026 against Oct 3, 2025| Area | What changed | Source |
|---|---|---|
| Risk factors | 17 new paragraphs, nothing like them in the previous 10-K | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +343.9% vs revenue +256.3% (+87.5 pts) | 10-K · XBRL |
| Critical audit matters changed | New this year: Revenue Recognition (“As described in Note 1 to the consolidated financial statements, revenue is primarily recognized at a point in time when control of the promised goods is transferred to customers at an amount that reflects the consideration the Company expects to be entitled to in exchange for those goods. Contracts”). No longer listed: Accounting for the U.S. CHIPS Act Funding Agreements | 10-K · XBRL |
| Accounting checks | 9 other checks clear, 2 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 1 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
10-K filed Oct 9, 2026Paragraphs in Risk Factors that were not in the 10-K filed 2025-10-03. Quoted as filed.
In 2026, over half of our total revenue came from our top ten customers. Among our end markets, approximately 60% of our total revenue was concentrated in the data center end market. A disruption in our relationship with any of our top customers or a significant decrease in demand for our data center products, including due to…
10-K, Item 1A
Accounting checks
latest 10-K9 of 11 clear 2 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +343.9% vs revenue +256.3% (+87.5 pts)
- !Critical audit matters changedNew this year: Revenue Recognition (“As described in Note 1 to the consolidated financial statements, revenue is primarily recognized at a point in time when control of the promised goods is transferred to customers at an amount that reflects the consideration the Company expects to be entitled to in exchange for those goods. Contracts”). No longer listed: Accounting for the U.S. CHIPS Act Funding Agreements
- ✓Cash from operations $89.7B vs net income $85.0B (FY ending 2026-09-03)
- ✓Inventory +24.1% vs revenue +256.3% (-232.2 pts)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Nov 5, 20268-K Director or officer change 8-K item 5.02
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