AMDvs.Micron
AMD vs MU · both in Chips & accelerators, part of the AI & digital infrastructure value chain: Designs and builds the processors, accelerators and memory that train and run AI.
Micron is about 1.4× larger than AMD by market cap; Micron trades at the lower P/E (21.5 vs 123.3); year to date, Micron leads (+219.0% vs +113.3%).
Supply-chain link: Micron supplies AMD.
Side by side
| AMD | MU | |
|---|---|---|
| Market cap | $793B | $1.1T |
| Price | $479.18 | $932.97 |
| Today | +4.9% | +2.5% |
| Return YTD | +113.3% | +219.0% |
| Return 1Y | +172.3% | +673.6% |
| P/E | 123.3 | 21.5 |
| P/S | 19.2 | 12.0 |
| P/B | 11.8 | 10.8 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
AMDAMD
The MI series is the closest thing Nvidia has to a direct rival in AI GPUs. AMD also ships EPYC processors for servers and Ryzen for PCs.
Full AMD profile →MicronMU
America's only large memory manufacturer, third in HBM, selling DRAM and NAND broadly into data centres.
Full MU profile →More AMD & MU comparisons
Other head-to-heads in the Chips & accelerators segment.
See where AMD and MU sit in the full AI & digital infrastructure map: every segment from suppliers to end markets.Open the AI value chain →