Quick Read – TSM controls 72% of global foundry market share while MU has surged 263% YTD riding the HBM memory supercycle powering AI accelerators. – While 27 TSMC executives including Chairman C.C.
Wei made coordinated share purchases in May, CEO Mehrotra disposed of 31,000 Micron shares. – Micron’s forward P/E of 10 reflects expected cycle reversion risk, while TSMC’s Arizona buildout and 2nm conversions anchor its long-term AI dominance. – Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn’t make the cut
Grab the names FREE today. Taiwan Semiconductor Manufacturing (NYSE:TSM) and Micron Technology (NASDAQ:MU) sit at two different floors of the same AI building. TSMC fabricates the logic chips that power Nvidia, AMD, and Apple.
Micron supplies the HBM memory those accelerators cannot run without. Both just delivered blowout numbers, and the contrast between a foundry behemoth and a pure-play memory cyclical has rarely been sharper. HBM Mania Carries Micron.