MU vs TSM
MU: Micron is a foundational provider of high-performance DRAM and NAND memory, uniquely positioned to capture the accelerating demand for AI-driven data infrastructure. TSM: TSMC is the world’s leading pure-play semiconductor foundry, serving as the essential backbone for the global electronics and AI supply chain.
Side-by-side fundamentals
| Metric | MU | TSM | Edge |
|---|---|---|---|
| Price as of 2026-07-31 close | $823.03 | $399.09 | |
| Market cap as of 2026-08-03 | $929.5B | $2.07T | |
| P/E as of 2026-08-03 | 18.63 | 25.23 | MU lower |
| PEG as of 2026-08-03 | 0.12 | 0.95 | MU lower |
| Net margin as of 2026-08-03 | +55.9% | +50.7% | MU higher |
| Gross margin as of 2026-08-03 | +72.6% | +64.5% | MU higher |
| Operating margin as of 2026-08-03 | +65.6% | +56.4% | MU higher |
| ROE as of 2026-08-03 | +70.5% | +39.9% | MU higher |
| ROA as of 2026-08-03 | +49.9% | +27.2% | MU higher |
| Debt / equity as of 2026-08-03 | 0.06 | 0.15 | MU lower |
| Revenue growth (YoY) as of 2026-08-03 | +167.0% | +31.4% | MU higher |
| Revenue CAGR (3y) SEC XBRL | +6.7% | +15.5% | TSM higher |
| Dividend yield as of 2026-08-03 | +0.1% | +0.9% | TSM higher |
| Dividend streak (yrs) SEC XBRL | 5 | n/a | |
| Beta as of 2026-08-03 | 2.40 | 1.04 | |
| 1-year return as of 2026-07-31 close | +654.1% | +62.5% | MU higher |
Fundamentals: market data, as of 2026-08-03. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-31.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.