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 3.7× larger than Arm Holdings by market cap; Micron trades at the lower P/E (21.5 vs 278.1); year to date, Micron leads (+219.0% vs +118.4%).
Side by side
| ARM | MU | |
|---|---|---|
| Market cap | $290B | $1.1T |
| Price | $241.56 | $932.97 |
| Today | +1.2% | +2.5% |
| Return YTD | +118.4% | +219.0% |
| Return 1Y | +73.1% | +673.6% |
| P/E | 278.1 | 21.5 |
| P/S | 56.3 | 12.0 |
| P/B | 33.6 | 10.8 |
Data as of 2026-08-26 · updates daily after U.S. close
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.