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 6.9× larger than Western Digital by market cap; Western Digital trades at the lower P/E (16.6 vs 21.5); year to date, Micron leads (+219.0% vs +152.7%).
Side by side
| MU | WDC | |
|---|---|---|
| Market cap | $1.1T | $157B |
| Price | $932.97 | $450.75 |
| Today | +2.5% | +3.5% |
| Return YTD | +219.0% | +152.7% |
| Return 1Y | +673.6% | +465.6% |
| P/E | 21.5 | 16.6 |
| P/S | 12.0 | 12.1 |
| P/B | 10.8 | 17.7 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
MicronMU
America's only large memory manufacturer, third in HBM, selling DRAM and NAND broadly into data centres.
Full MU profile →Western DigitalWDC
Hard drives for data centres, where AI has pushed demand for cheap bulk capacity to records.
Full WDC profile →More MU & WDC comparisons
Other head-to-heads in the Chips & accelerators segment.
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 →