Comparison between AMD and Micron Technology in semiconductor industry, with MU having more upside potential.

From Nasdaq: 2025-07-03 11:56:00

Advanced Micro Devices (AMD) and Micron Technology (MU) are key players in the semiconductor industry, specializing in CPUs, GPUs, memory, and storage solutions. The industry is projected to grow from $631.01 billion in 2025 to $958.93 billion by 2030, benefiting both companies. AMD’s data center revenues surged 57.2%, while Micron’s HBM revenues crossed $1 billion in Q2 2025.

AMD is capitalizing on its data center market presence with EPYC processors and Instinct GPU sales, while expanding its AI platform with Instinct MI350 Series GPUs. Leveraging 7nm processors and chiplet design, AMD is enhancing its competitive position. Micron is experiencing growth in AI-driven memory and storage markets, with HBM products gaining traction.

In terms of stock performance, MU has outperformed AMD with a 44.6% increase year to date, driven by expanding AI-driven memory markets. However, both stocks are currently overvalued, with AMD trading at a higher Price/Sales ratio. Earnings estimates show a 18.43% increase year over year for AMD and a 497.69% increase for MU in 2025.

While both AMD and Micron stand to benefit from the semiconductor boom, MU appears to have more upside potential due to its earnings history, expanding HBM demand, and better valuation metrics. AMD faces tough competition, particularly from NVIDIA. Micron has a Zacks Rank #2 (Buy) compared to AMD’s Rank #3 (Hold), indicating a stronger pick for investors.

For investors looking for potential growth, Zacks Investment Research has identified 5 stocks set to double, with past recommendations soaring up to +232%. These stocks are flying under Wall Street radar, offering a ground-floor opportunity for investors. Check out the latest recommendations from Zacks for the next 30 days.



Read more at Nasdaq: AMD vs. Micron Technology: Which Semiconductor Stock Has More Upside?