Company profiles · Reshoring, Industrials & Semis

Micron (MU): US–Canada Tariff Exposure, Government Contracts, and Risk

WINNERSATELLITE TIER
Last close · Oct 30$884.74 −5.2% since report
Report price · Aug 28, 2026 close$932.86
Market cap$1.05T
52-wk range114.25–1255.00
Dividend · quarterly$0.60/yr 0.07% · next expected Jan 2027

Why it’s on the map

$6.44B CHIPS grant; >$250B US investment through 2035; Idaho fab 1 mid-2027; NY first concrete July 9, 2026.

Government money & contracts

CHIPS $6.44B.

Customers & commercial

AI/HBM.

Catalysts

FQ4 earnings Sept 30.

Risk

Memory cycle; valuation; stock is about HBM, not tariffs.

Tariff durability

Policy + AI.

Dividend · #47 of 47 payers by yield
0.07% yield
$0.60 a share a year · quarterly · pays Jan · Apr · Jul · Oct
All payers ranked →
Per payment$0.15a share, 4× a year
Next payoutexpected Jan 2027not yet declared
Last ex-dateOct 14, 2026own it before the ex-date to collect
Last paidOct 29, 2026$0.15 a share
Payout ratio1%of earnings · well covered
Raised—streak not on record
Shares at the Oct 30 close of $884.741.13
Each payment$0.17
Per year · 4 payments$0.68
Recent payments
Ex-datePaidPer share
Oct 14, 2026Oct 29, 2026$0.15
Jul 6, 2026Jul 21, 2026$0.15
Mar 30, 2026Apr 15, 2026$0.15
Dec 29, 2025Jan 14, 2026$0.115before the raise
Oct 3, 2025Oct 21, 2025$0.115before the raise

Yield = $0.15 × 4 ÷ the Oct 30 close of $884.74. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source