Sectivia

MicronMU

NASDAQ · USA · Segment 1 of 8 in the AI & digital infrastructure value chain: Chips & accelerators

America's only large memory manufacturer, third in HBM, selling DRAM and NAND broadly into data centres.

Chips & accelerators: Designs and builds the processors, accelerators and memory that train and run AI.

Key metrics

Market cap
$1.1T
Price
$910.43
Today
−5.8%
Return YTD
+238.7%
Return 1Y
+734.9%
P/E
21.5
P/S
12.0
P/B
10.8

Data as of 2026-08-25 · updates daily after U.S. close

Theme exposure

MemoryAI hardwareHBMDRAM & NANDDatacenter memory

In the value chain

Products & services

  • HBM3E/HBM4
  • DRAM & LPDRAM
  • NAND/SSDs for data centers

Competitors

  • SK Hynix
  • Samsung

Risks

  • Memory price cycles
  • Industry capacity expansion

Supply chain

Supplies →

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Full supply chain for MU →

Same segment: Chips & accelerators

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