Arm Holdingsvs.Micron
ARM 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 3.9× larger than Arm Holdings by market cap; Micron trades at the lower P/E (13.6 vs 281.6); year to date, Micron leads (+262.9% vs +169.3%).
Side by side
| ARM | MU | |
|---|---|---|
| Market cap | $294B | $1.2T |
| Price | $266.28 | $1,029.00 |
| Today | −3.3% | −0.7% |
| Return YTD | +169.3% | +262.9% |
| Return 1Y | +84.7% | +427.0% |
| Since June 26, 2026 | −20.3% | −9.1% |
| P/E | 281.6 | 13.6 |
| P/S | 57.0 | 8.7 |
| P/B | 34.1 | 8.3 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
The two companies
Arm HoldingsARM
Licensing, not manufacturing: the CPU architectures and instruction sets (Cortex, Neoverse) that nearly every mobile and server chip is built around come from Arm, which takes a royalty on each chip produced.
Full ARM profile →MicronMU
America's only large memory manufacturer, third in HBM, selling DRAM and NAND broadly into data centres.
Full MU profile →More ARM & MU comparisons
Other head-to-heads in the Chips & accelerators segment.