Micron surges: Where the $1T memory chipmaker fits into AI trade
Yahoo Finance ·
Micron surges: Where the $1T memory chipmaker fits into AI trade Yahoo Finance Video and Jared Blikre Wed, May 27, 2026 at 2:55 PM CDT NVDA MU As shares of memory chipmaker Micron Technology ( MU ) maintains gains after its market cap crossed above $1 trillion this week, Yahoo Finance Markets and Data Editor Jared Blikre compares how the chip stock holds up to the performance of Nvidia ( NVDA ) and the broader AI trade. I'm looking at Micron versus Nvidia right here, and this is just year to date. I'm going to expand this to one year and you can really see how memory has just overtaken the chip rally. Micron up 850%, Nvidia up just over 50%. That is quite the difference. And if you compare Micron to the semiconductor trade overall, this is the Philly chip index, you can see it's 855 versus 160. So Nvidia has actually been underperforming the broader semiconductor rally. Really interesting. We got markets at record high, we got all this bullish stuff going on. Nvidia is not the leader. And I have some uh I have at least one chart here that's going to really show this in spade spades. This goes back to 1995. So we're looking at 30 years of history, Micron versus the Sox. That is the chip index. And so we're looking at the 12-month return difference here, and you can see it has just taken off. 697 uh percentage points. That's almost 700 percentage points difference, and that relates to those numbers we were looking at at that last chart. Blows away anything we've seen before. The prior peak was in 2009. That was in the 200s and you can see some other memory cycle peaks here, 2013, uh .com around the year 2000, 1995. I'm circling those. Well, this just blows it away. So it just gives you an idea that we are in a different market paradigm right now. I'm writing this up for Charton today.
AI 시장 분석
Memory chipmaker Micron (MU) surged 850% year-to-date, crossing a $1 trillion market cap and significantly outperforming Nvidia (NVDA) and the broader semiconductor market. This indicates that memory semiconductors are leading a new market paradigm within the AI trade.
상승 영향
- Memory Semiconductors — Micron (MU)'s 850% YTD surge and $1T market cap indicate robust growth in memory semiconductors, driven by strong AI demand.
- AI — Micron (MU)'s surge, linked to the 'AI trade,' shows explosive demand for high-performance memory crucial for AI advancement.
하락 영향
- Non-Memory Semiconductors — Nvidia (NVDA)'s relative underperformance against Micron (MU) suggests a leadership shift within the broader chip sector.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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