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 8.4× larger than Western Digital by market cap; year to date, Micron leads (+262.9% vs +128.3%).
Side by side
| MU | WDC | |
|---|---|---|
| Market cap | $1.2T | $138B |
| Price | $1,029.00 | $397.28 |
| Today | −0.7% | +1.0% |
| Return YTD | +262.9% | +128.3% |
| Return 1Y | +427.0% | +224.6% |
| Since June 26, 2026 | −9.1% | −32.3% |
| P/E | 13.6 | 14.6 |
| P/S | 8.7 | 10.6 |
| P/B | 8.3 | 15.5 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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 →