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 3.2× larger than Arm Holdings by market cap; Micron trades at the lower P/E (21.9 vs 385.9); year to date, Micron leads (+243.1% vs +195.8%).
Side by side
| ARM | MU | |
|---|---|---|
| Market cap | $349B | $1.1T |
| Price | $323.39 | $979.30 |
| Today | −1.4% | −1.2% |
| Return YTD | +195.8% | +243.1% |
| Return 1Y | +117.7% | +695.5% |
| P/E | 385.9 | 21.9 |
| P/S | 70.9 | 12.3 |
| P/B | 42.1 | 11.0 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
Arm HoldingsARM
Designs the chip architectures and instruction sets licensed into nearly every mobile and server chip — earning royalties per chip produced.
Full ARM profile →MicronMU
The only large US memory manufacturer — number three in HBM and broadly exposed to DRAM and NAND for data centers.
Full MU profile →More comparisons in Chips & accelerators
See where ARM and MU sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →