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MicronMU

Chips & accelerators · NASDAQ · USA

$1,035.84
Down 4.8% todayClose

Up 281.2% this year but −8.5% since June 26, behind the AI sector at +7.5%. Micron supplies 3 mapped companies and buys from 5.

Market cap
$1.2T
This year
+281.2%
1 year
+485.9%
P/E
14.2
P/S
9.0
P/B
8.7

Price vs the AI sector

since Jun 26MUAI sector, equal weight
Micron (MU) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. MU: −8.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−30%−20%−10%0%+10%Jun 26AugSepOct 8MU −8.5%Sector +7.5% Micron (MU) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. MU: −8.5% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−20%0%Jun 26AugSepOct 8MU−8.5%Sector+7.5%

Supply chain

5 suppliers · 3 customers
SUPPLIERS →→ CUSTOMERSApplied Materials (AMAT)AMATApplied Materials−2.1%Lam Research (LRCX)LRCXLam Research−2.7%KLA (KLAC)KLACKLA−0.1%Entegris (ENTG)ENTGEntegris−2.5%Teradyne (TER)TERTeradyne−3.2%Nvidia (NVDA)NVDANvidia−2.9%AMD (AMD)AMDAMD−3.9%Dell Technologies (DELL)DELLDell Technologies−0.8%MUMicron

Suppliers 5

Customers 3

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About Micron

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

Theme exposure

MemoryAI hardwareHBMDRAM & NANDDatacenter memory

Products

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

Competitors

  • SK Hynix
  • Samsung

Risks

  • Memory price cycles
  • Industry capacity expansion

Same segment: Chips & accelerators

Designs and builds the processors, accelerators and memory that train and run AI. Segment 1 of 8 in the AI & digital infrastructure value chain.

NvidiaNVDA−2.9%BroadcomAVGO−4.3%AMDAMD−3.9%IntelINTC−5.3%Arm HoldingsARM−6.5%Texas InstrumentsTXN−0.3%MarvellMRVL−3.5%Analog DevicesADI−1.0%

Compare MU

Side by side with the largest companies in the same segment.

MU vs NVDAMU vs AVGOMU vs AMDMU vs INTCMU vs ARMMU vs TXN

See where Micron sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

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