Compare · MU vs SMCI
MU vs SMCI
Side-by-side comparison of Micron Technology Inc. (MU) and Super Micro Computer Inc. (SMCI): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both companies sit in the Technology sector. MU focuses on Semiconductors, while SMCI focuses on Computer Manufacturing.
- MU is the larger of the two at $1.37T, about 64.1x SMCI ($21.33B).
- SMCI has been more active in the news (26 items in the past 4 weeks vs 18 for MU).
- Both have 25 recent analyst ratings on file.
- Company
- Micron Technology Inc.
- Super Micro Computer Inc.
- Price
- $1244.39+9.87%
- $36.15+17.91%
- Market cap
- $1.37T
- $21.33B
- 1M return
- -
- -
- 1Y return
- -
- -
- Industry
- Semiconductors
- Computer Manufacturing
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 2020
- News (4w)
- 18
- 26
- Recent ratings
- 25
- 25
Micron Technology Inc.
Micron Technology, Inc. designs, manufactures, and sells memory and storage products worldwide. The company operates through four segments: Compute and Networking Business Unit, Mobile Business Unit, Storage Business Unit, and Embedded Business Unit. It offers memory and storage technologies, including DRAM, NAND, NOR, and 3D XPoint memory under the Micron and Crucial brands, as well as through private labels. The company provides memory products for the cloud server, enterprise, client, graphics, and networking markets, as well as for smartphone and other mobile-device markets; SSDs and component-level solutions for the enterprise and cloud, client, and consumer storage markets; other discrete storage products in component and wafer forms for the removable storage markets, as well as 3D XPoint memory products; and memory and storage products for the automotive, industrial, and consumer markets. It markets its products through its direct sales force, independent sales representatives, distributors, and retailers; and web-based customer direct sales channel, as well as through channel and distribution partners. Micron Technology, Inc. was founded in 1978 and is headquartered in Boise, Idaho.
Super Micro Computer Inc.
Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular blade servers, blades, workstations, full racks, networking devices, server management software, and server sub-systems, as well as support and services. The company also provides a range of application-optimized server solutions, including rackmount and blade servers, storage systems, and subsystems and accessories; and server software management solutions, such as Server Management Suite, including Supermicro Server Manager, Supermicro Power Management software, Supermicro Update Manager, and SuperDoctor 5. In addition, it offers server subsystems and accessories comprising server boards, chassis, power supplies, and other accessories. Further, the company provides server and storage system integration, configuration, and software upgrade and update services; and technical documentation services, as well as identifies service requirements, creates and executes project plans, and conducts verification testing and training services. Additionally, it offers help desk and on-site product support services for its server and storage systems; and customer support services, including ongoing maintenance and technical support for its products. The company provides its products to enterprise data centers, cloud computing, artificial intelligence, and 5G and edge computing markets. It sells its products through direct sales force, distributors, value-added resellers, system integrators, and original equipment manufacturers. The company has operations primarily in the United States, Europe, Asia, and internationally. Super Micro Computer, Inc. was founded in 1993 and is headquartered in San Jose, California.
Latest MU
- Micron and Anthropic Announce Strategic Agreement to Scale Next-Generation AI Infrastructure
- Needham reiterated coverage on Micron with a new price target
- Stifel reiterated coverage on Micron with a new price target
- Wedbush reiterated coverage on Micron with a new price target
- Citigroup reiterated coverage on Micron with a new price target
- Deutsche Bank reiterated coverage on Micron with a new price target
- RBC Capital Mkts reiterated coverage on Micron with a new price target
- Director Bjorlin Alexis was granted 63 shares (SEC Form 4)
- New insider Bjorlin Alexis claimed ownership of 260 shares (SEC Form 3)
- Wolfe Research reiterated coverage on Micron with a new price target
Latest SMCI
- SVP, Chief Business Officer Malyala Vikranth covered exercise/tax liability with 2,825 shares and converted options into 7,500 shares, increasing direct ownership by 13% to 39,535 units (SEC Form 4) (tax liability)
- SVP, Chief Financial Officer Weigand David E converted options into 5,000 shares and covered exercise/tax liability with 1,794 shares, increasing direct ownership by 3% to 121,125 units (SEC Form 4) to satisfy tax liability
- Supermicro Delivers NVIDIA Vera Rubin NVL4 End-to-End DCBBS Blueprint with Native FP64 Performance for Converged HPC and AI Infrastructure
- SEC Form SCHEDULE 13G filed by Super Micro Computer Inc.
- AI Infrastructure Boom Creates Skyrocketing Demand for Automation, Robotics Solutions Across Industries
- SEC Form CERT filed by Super Micro Computer Inc.
- SEC Form 8-A12B filed by Super Micro Computer Inc.
- Super Micro Computer Inc. filed SEC Form 8-K: Material Modification to Rights of Security Holders, Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
- SEC Form 4 filed by SVP, Chief Accounting Officer Cheung Kenneth
- Super Micro Computer Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement