Financial snapshot
MU$932.86-0.27% todayAs of Aug 29, 2026
Semiconductors
Designs and manufactures DRAM, NAND flash memory, and storage solutions for data centers, PCs, mobile devices, and industrial applications.
Growth drivers
- Data center AI accelerator adoption and training capex
- Cloud infrastructure spending and hyperscaler buildout
- High-bandwidth memory (HBM) demand for LLM inference
- EV and autonomous vehicle memory/storage content
Key risks
- DRAM/NAND commodity pricing collapse in downturn
- Severe capex CapEx required for leading-edge fabs
- China export restrictions and geopolitical tension
- Competitive oversupply from Samsung, SK Hynix, Kioxia
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