---
title: "MU vs WDC"
canonical: "https://supercyclehq.com/compare/mu-vs-wdc"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["MU", "WDC"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Micron Technology (MU) vs Western Digital (WDC)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | MU | WDC |
| --- | --- | --- |
| AI Exposure Score | 78 (Core) | 42 (Growing) |
| Price | $690.00 | $263.78 |
| Market cap | $780.7B | $98.7B |
| Change 1d | +5.12% | -1.44% |
| Change 30d | -33.38% | -32.93% |
| Change 1y | +190.34% | +62.17% |
| P/E | 9.28 | 9.28 |
| Buildout layers | Memory & Storage, Semiconductors | Memory & Storage |

## Micron Technology (MU)

**AI exposure:** Micron sells HBM and data center DRAM and NAND directly into AI accelerators and servers, with HBM capacity sold out well in advance. AI memory demand is now the dominant driver of pricing, mix, and the entire investment thesis.

Micron anchors the Memory & Storage layer of the buildout and sits in the Semiconductors layer more broadly. AI accelerators are only as fast as the memory feeding them, and Micron's HBM3E ships directly into those systems, with capacity committed well in advance. AI memory demand now dominates its pricing, product mix, and the entire investment thesis, which is why Supercycle scores it 78 out of 100, close to pure play territory.

Full profile: https://supercyclehq.com/stock/micron-technology.md

## Western Digital (WDC)

**AI exposure:** Western Digital sells enterprise hard drives and platforms into cloud and AI data centers that need cheap bulk storage for training data. AI-driven nearline demand underpins the growth story, though the business also serves general cloud and client storage cycles.

Western Digital sits in the Memory & Storage layer of the AI buildout. AI training runs on massed data, and cloud and AI data centers buy its high-capacity drives as the cheap bulk storage tier underneath that data. AI-driven nearline demand underpins the growth story, though the company also rides general cloud and client storage cycles that have nothing to do with AI. Supercycle scores Western Digital's AI exposure at 42 out of 100.

Full profile: https://supercyclehq.com/stock/western-digital.md

## Related comparisons

- [MU vs SNDK](https://supercyclehq.com/compare/mu-vs-sndk.md)

---

Source: https://supercyclehq.com/compare/mu-vs-wdc. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.