GlobalFoundriesvs.Micron
GFS 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 29× larger than GlobalFoundries by market cap; Micron trades at the lower P/E (21.9 vs 48.6); year to date, Micron leads (+243.1% vs +97.5%).
Side by side
| GFS | MU | |
|---|---|---|
| Market cap | $37.8B | $1.1T |
| Price | $68.97 | $979.30 |
| Today | −1.1% | −1.2% |
| Return YTD | +97.5% | +243.1% |
| Return 1Y | +67.3% | +695.5% |
| P/E | 48.6 | 21.9 |
| P/S | 5.5 | 12.3 |
| P/B | 3.2 | 11.0 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
GlobalFoundriesGFS
Foundry specializing in mature process technologies — chips for automotive, defense and communications rather than the most advanced AI chips.
Full GFS 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 GFS and MU sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →