Micronvs.Nvidia
MU vs NVDA · 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.
Nvidia is about 4.6× larger than Micron by market cap; Micron trades at the lower P/E (21.9 vs 32.0); year to date, Micron leads (+243.1% vs +13.1%).
Documented supply-chain link: Micron supplies Nvidia.
Side by side
| MU | NVDA | |
|---|---|---|
| Market cap | $1.1T | $5.1T |
| Price | $979.30 | $210.96 |
| Today | −1.2% | +4.0% |
| Return YTD | +243.1% | +13.1% |
| Return 1Y | +695.5% | +28.6% |
| P/E | 21.9 | 32.0 |
| P/S | 12.3 | 20.1 |
| P/B | 11.0 | 26.1 |
Data as of 2026-07-11 · updates daily after U.S. close
The two companies
MicronMU
The only large US memory manufacturer — number three in HBM and broadly exposed to DRAM and NAND for data centers.
Full MU profile →NvidiaNVDA
The world's leading manufacturer of GPUs and AI accelerators. Nvidia's chips and CUDA software are the de facto standard for training large AI models.
Full NVDA profile →More comparisons in Chips & accelerators
See where MU and NVDA sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →