Stock comparison

MU vs TSM

Micron Technology, Inc. compared with Taiwan Semiconductor Manufacturing Company Limited

MU

Micron Technology, Inc.

$937.00

Eröffnung
928,49
Hoch
943,50
Tief
902,60
Marktkapitalisierung
1,06 Bio.
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TSM

Taiwan Semiconductor Manufacturing Company Limited

$421.58

Eröffnung
433,82
Hoch
437,99
Tief
420,36
Marktkapitalisierung
2,19 Bio.
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Company-specific comparison

Business exposure

MU: Memory Semiconductors

TSM: Semiconductor Foundry

Upside lens

MU: AI accelerators require increasing HBM content, supporting richer product mix as Micron qualifies new generations. Server expansion and higher memory content per AI system can support DRAM and NAND demand. Competitive DRAM and NAND nodes can improve bit economics and expand access to premium applications.

TSM: advanced-node share and AI chip production

Risk lens

MU: Commodity supply-demand imbalances can quickly reverse pricing, inventory and profitability. Leading-node and fabrication investments require substantial spending before demand and yields are proven. Trade controls and country-specific cybersecurity decisions can constrain customers, equipment access and manufacturing flexibility.

TSM: geopolitical risk and customer concentration

Verified sources

Micron Technology Reports Results for the Third Quarter of Fiscal 2026Micron Technology, Inc. · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 24.06.2026, 00:00:00

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Micron Technology, Inc. Investor RelationsMicron Technology, Inc. · companyVerified

Fetched: 12.07.2026, 0:00:00 UTC

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Micron Technology, Inc. SEC FilingsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12.07.2026, 0:00:00 UTC

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TSMC 2026 Q1 Quarterly ResultsTaiwan Semiconductor Manufacturing Company Limited · earningsVerified

Fetched: 11.07.2026, 0:00:00 UTC

Published: 16.04.2026, 00:00:00

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TSMC Investor RelationsTaiwan Semiconductor Manufacturing Company Limited · companyVerified

Fetched: 11.07.2026, 0:00:00 UTC

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2025 Annual Report on Form 20-FTaiwan Semiconductor Manufacturing Company Limited · filingVerified

Fetched: 11.07.2026, 0:00:00 UTC

Published: 17.04.2026, 00:00:00

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TSM editorial research profileAlphaVue Research · editorialVerified

Fetched: 11.07.2026, 0:00:00 UTC