Sanjay Mehrotra

President & CEO, Micron

Sanjay Mehrotra has run Micron since 2017, after co-founding SanDisk in 1988. AI demand lifted Micron past $1 trillion in market value, and he says memory demand will exceed supply through 2028.

Net worth: $1.2B; Forbes, May 27, 2026
Company: 1

Snapshot

Known for

Co-founding SanDisk before running Micron since 2017; spent 2026 locking customers into long-term memory contracts.

Worth knowing

With SanDisk's other co-founders he received the 2006 IEEE Reynold B. Johnson Data Storage Device Technology Award for commercializing flash-memory storage.
He received the Semiconductor Industry Association's Robert N. Noyce Award in 2023.
Malaysia awarded him the Order of Loyal Defender of the State medal in 2021.
In 2014 he opened the SanDisk Computing Lab at UC Berkeley's College of Engineering, funded by a $1 million donation from SanDisk.

Age: 68
Based: Boise, ID
Primary role: Chairman, President & CEO, Micron Technology
Citizenship: United States
Latest trade: Sold $38.8M of MU, 25 August 2026
Born: 1958, Kanpur, India

Latest on Sanjay Mehrotra

Featured · Chips

Micron's take-or-pay contracts cover 35% of sales, but buyers are cutting memory per chip to survive

Micron's management says take-or-pay contracts lock a floor under the boom. The buyers who signed those contracts are cutting memory per chip to survive it, and the market is pricing the end of the cycle.

October 30, 2026 · 3 min read

Snapshot

Latest on Sanjay Mehrotra

Micron's take-or-pay contracts cover 35% of sales, but buyers are cutting memory per chip to survive

Micron's record $54 billion quarter meets a $1.3 trillion memory rout; nearly 35% of sales locked to 2030

Seoul called SK hynix's Solidigm listing a breach, then underwrote $1.5 billion for its suppliers

Micron turns one quarter's cash into a record $35 billion buyback

Smartphone shipments fell 20%, the weakest since 2012, while Micron's mobile memory margin hit 88%

Applied Materials Refused to Name the Number That Underwrites the Chip Boom

Musk halved the memory in Tesla's Optimus chip; Micron says a humanoid needs more than 200GB

Micron paid Netlist $600 million six days after Netlist's import-ban request; the cases stay open

Micron sold off on CXMT's spec-free server memory promise and trades near 5.5 times peak earnings

Micron's 86% Margin Floor Now Hangs on a Taiwan Strike Vote

Samsung guides a record $80 billion operating profit and its stock falls 2.4% as Micron gains 4%

Micron Paid Up to 68 Months of Pay. Its Taiwan Workers Voted 99% to Strike Anyway.

Huawei Pays Twice for the AI Boom: $200 a Phone and a Chip That Eats Wafers

Micron Put Ceilings on Its Own Boom: 26 Contracts Cap a Third of Revenue

Micron's Customers Paid $32 Billion Up Front. Lam's Order Line Hasn't Moved.

Tokyo re-rated memory tools 11% overnight. Lam, the logic play, stood still.

Micron's Customers Paid $12.9 Billion Up Front to Hold Their Place in the Memory Line

Micron's Numbers Look Unreal. Its Fab Workers Are Betting They're Real.

A 69-employee patent firm just put Nvidia, Broadcom and Google inside its Micron import-ban case

Traders want a $25 billion-a-quarter Micron buyback its cash cannot cover

Micron's $50 Billion Quarter Meets an AI Stack That Moves Its Cache

A small patent firm just put a US import ban on Micron's DRAM

Burry Adds to Micron and Nebius Shorts, Backing Acer's CEO Against the Memory Kings

The Market Paid 8% for a Memory Fix That Ships in 2030

Micron's $100 Billion Insurance Policy Has a Deductible

Connections

At Micron

In the same stories

Largest fund holders of Micron

Ties, as Forbes lists them

Either side by net worth

Snapshot

Latest on Sanjay Mehrotra

Micron's take-or-pay contracts cover 35% of sales, but buyers are cutting memory per chip to survive

Micron's record $54 billion quarter meets a $1.3 trillion memory rout; nearly 35% of sales locked to 2030

Seoul called SK hynix's Solidigm listing a breach, then underwrote $1.5 billion for its suppliers

Micron turns one quarter's cash into a record $35 billion buyback

Smartphone shipments fell 20%, the weakest since 2012, while Micron's mobile memory margin hit 88%

Applied Materials Refused to Name the Number That Underwrites the Chip Boom

Musk halved the memory in Tesla's Optimus chip; Micron says a humanoid needs more than 200GB

Micron paid Netlist $600 million six days after Netlist's import-ban request; the cases stay open

Micron sold off on CXMT's spec-free server memory promise and trades near 5.5 times peak earnings

Micron's 86% Margin Floor Now Hangs on a Taiwan Strike Vote

Samsung guides a record $80 billion operating profit and its stock falls 2.4% as Micron gains 4%

Micron Paid Up to 68 Months of Pay. Its Taiwan Workers Voted 99% to Strike Anyway.

Huawei Pays Twice for the AI Boom: $200 a Phone and a Chip That Eats Wafers

Micron Put Ceilings on Its Own Boom: 26 Contracts Cap a Third of Revenue

Micron's Customers Paid $32 Billion Up Front. Lam's Order Line Hasn't Moved.

Tokyo re-rated memory tools 11% overnight. Lam, the logic play, stood still.

Micron's Customers Paid $12.9 Billion Up Front to Hold Their Place in the Memory Line

Micron's Numbers Look Unreal. Its Fab Workers Are Betting They're Real.

A 69-employee patent firm just put Nvidia, Broadcom and Google inside its Micron import-ban case

Traders want a $25 billion-a-quarter Micron buyback its cash cannot cover

Micron's $50 Billion Quarter Meets an AI Stack That Moves Its Cache

A small patent firm just put a US import ban on Micron's DRAM

Burry Adds to Micron and Nebius Shorts, Backing Acer's CEO Against the Memory Kings

The Market Paid 8% for a Memory Fix That Ships in 2030

Micron's $100 Billion Insurance Policy Has a Deductible

Connections

At Micron

In the same stories

Largest fund holders of Micron

Ties, as Forbes lists them

Either side by net worth