Micron Technology, Inc. (MU) Competitors & Peers
The 5 largest companies in the same industry as Micron Technology, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| NVDA | Supplier | $219.70 | P/E 27.7RSI 52Cap 5.31 T |
| TSM | Peer | $430.06 | P/E 32.0RSI 55Cap 2.23 T |
| AVGO | Peer | $354.59 | P/E 45.2RSI 44Cap 1.69 T |
| AMD | Supplier | $546.20 | P/E 138.6RSI 62Cap 886.9 B |
| INTC | Supplier | $107.12 | RSI 59Cap 564.6 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- 3702.TWSupplier
Own 10-K customer-concentration disclosure: WPGHoldingsLimited = 11% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - AMSCSupplier
Own 10-Q customer-concentration disclosure: MicronTechnology = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - ONTOSupplier
Own 10-Q customer-concentration disclosure: MicronTechnologyInc = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - INTCSupplier
Own 10-Q customer-concentration disclosure: Intel = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - FORMSupplier
Own 10-Q customer-concentration disclosure: Micron = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗ - PLXSSupplier
Own 10-K customer-concentration disclosure: MicronTechnologyInc. = 10% of revenue.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- 000660.KSCompetitor
SK Hynix + Micron compete in DRAM + HBM.
Model-inferred, unverified — treat as a lead, not evidence - SIMOCustomer
Silicon Motion supplies flash controllers for Micron SSD lines.
Model-inferred, unverified — treat as a lead, not evidence - SNDKCompetitor
SanDisk flash drives compete with Micron retail lines.
Model-inferred, unverified — treat as a lead, not evidence - ASMLCustomer
Micron is a major customer utilizing ASML's DUV lithography platforms, and is expanding into EUV lithography for its advanced 1-gamma memory node starting in 2025/2026.
Model-inferred, unverified — treat as a lead, not evidence - AVTSupplier
Avnet distributes Micron's high-performance memory and storage solutions, including DRAM, NAND flash, and solid-state drives.
Model-inferred, unverified — treat as a lead, not evidence - NVDASupplier
Micron supplies HBM3E + LPDDR5X to NVIDIA (qualified into H200 + B100, named in NVDA 10-K).
Model-inferred, unverified — treat as a lead, not evidence - 005930.KSCompetitor
Top-3 DRAM makers.
Model-inferred, unverified — treat as a lead, not evidence - RMBSLicensor
Micron holds an extended Rambus comprehensive patent license covering DRAM and memory-interface portfolios.
Model-inferred, unverified — treat as a lead, not evidence - LRCXSupplier
Lam supplies etch + ALD to Micron.
Model-inferred, unverified — treat as a lead, not evidence - ASMLSupplier
ASML EUV scanners for Micron 1γ DRAM HVM.
Model-inferred, unverified — treat as a lead, not evidence - AAPLSupplier
Micron supplies LPDDR + NAND for iPhone + Mac.
Model-inferred, unverified — treat as a lead, not evidence - KLACSupplier
KLA process control supplier to Micron.
Model-inferred, unverified — treat as a lead, not evidence - AMATSupplier
AMAT supplies process equipment to Micron DRAM + NAND fabs.
Model-inferred, unverified — treat as a lead, not evidence - ENTGSupplier
Entegris supplies microcontamination materials to Micron.
Model-inferred, unverified — treat as a lead, not evidence - AAPLSupplier
Micron supplies LPDDR + NAND to Apple iPhone + Mac.
Model-inferred, unverified — treat as a lead, not evidence - AMDSupplier
Micron HBM3E qualified into AMD MI350.
Model-inferred, unverified — treat as a lead, not evidence - DELLSupplier
Micron memory in Dell PCs + servers.
Model-inferred, unverified — treat as a lead, not evidence - MSFTSupplier
Microsoft Azure deploys Micron HBM3E + LPDDR memory.
Model-inferred, unverified — treat as a lead, not evidence