Micronvs.Western Digital
MU vs WDC · 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 6.1× larger than Western Digital by market cap; Micron trades at the lower P/E (21.9 vs 27.7); year to date, Micron leads (+243.1% vs +238.2%).
Side by side
| MU | WDC | |
|---|---|---|
| Market cap | $1.1T | $181B |
| Price | $979.30 | $582.59 |
| Today | −1.2% | +0.8% |
| Return YTD | +243.1% | +238.2% |
| Return 1Y | +695.5% | +795.5% |
| P/E | 21.9 | 27.7 |
| P/S | 12.3 | 15.3 |
| P/B | 11.0 | 18.7 |
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 →Western DigitalWDC
Manufacturer of hard drives for data centers. AI is creating record demand for massive, low-cost storage of training data.
Full WDC profile →More comparisons in Chips & accelerators
See where MU and WDC sit in the full AI & digital infrastructure map — every segment from suppliers to end markets.Open the AI value chain →