MUMicron Technology

Customers the company names as a large share of revenue or receivables (it must name any worth 10% of revenue).

“No customer accounted for 10% or more of total revenue in 2026.”

Read it in the 10-K ↗

Parts or manufacturing that depend on one or a few suppliers.

“However, only a limited number of suppliers are capable of delivering certain materials, components, and services that meet our standards and, in some cases, materials, components, or services are provided by a single or sole source, and we may be unable to qualify new suppliers on a timely basis.”

Read it in the 10-K ↗

“For certain key types of equipment, including photolithography tools, we are sometimes dependent on a single supplier.”

Read it in the 10-K ↗

“Meeting responsible sourcing requirements may increase operating requirements and costs or limit the sourcing and availability of some of the materials, supplies, and services we use, particularly when the availability of such materials, supplies, and services is concentrated to a limited number of suppliers.”

Read it in the 10-K ↗

“We generally have multiple sources of supply for our raw materials and production equipment; however, only a limited number of suppliers are capable of delivering certain raw materials and production equipment that meet our standards and, in some cases, materials or production equipment are provided by a single supplier.”

Read it in the 10-K ↗

Pending cases, settlements and what the company has set aside for them.

“On March 31, 2022, Netlist filed a patent infringement complaint against Micron and Micron Semiconductor (Deutschland) GmbH (“MSG”) in Düsseldorf Regional Court alleging that two German patents are infringed by certain of our load-reduced dual in-line memory modules (“LRDIMMs”).”

Read it in the 10-K ↗

New “On October 5, 2026, Netlist and Micron agreed to dismiss all litigation claims against one another pursuant to settlement and license agreements.”

Read it in the 10-K ↗

New “On October 17, 2025, BeSang filed a notice of appeal of the District Court’s judgment.”

Read it in the 10-K ↗

“(“MSS”) was served with three patent infringement complaints filed by YMTC in Beijing Intellectual Property Court and on February 27, 2024, Micron was served with the same complaints.”

Read it in the 10-K ↗

“On September 11, 2024, MSS was served with five patent infringement complaints filed by YMTC in Shanghai Intellectual Property Court.”

Read it in the 10-K ↗

Promises to pay someone else's debts or losses if they cannot.

No specific sentence about this in the 10-K.

Conditions in loan agreements that, if broken, can make debt due early.

“The agreements contain representations, warranties, and covenants that relate to compliance with requirements for awards provided for in the CHIPS Act.”

Read it in the 10-K ↗

Contracts the company must pay for later: purchase obligations, take-or-pay deals.

“As of September 3, 2026, we had purchase obligations of approximately $4.18 billion for the acquisition of property, plant, and equipment, substantially all of which is expected to be paid within one year.”

Read it in the 10-K ↗

New “As of September 3, 2026, we had noncancelable commitments with remaining contractual terms in excess of one year of approximately $10.8 billion for purchase obligations, of which approximately $1.3 billion will be due in 2027, $1.8 billion due in 2028, $1.4 billion due in 2029, $1.1 billion due in 2030, $800 million due in 2031, and $4.4 billion due in 2032 and thereafter.”

Read it in the 10-K ↗