MU vs. TSM: Which Semiconductor Stock Has the Edge Right Now?
Key Takeaways Micron Technology posted 57% revenue growth in Q1 FY26, with EPS up 167% year over year.2026 estimates for MU call for 99.7% revenue growth and 307.5% EPS growth.TSM expects AI revenue CAGR above 50% but faces margin pressure from global expansion.Micron Technology, Inc. (MU) and Taiwan Semiconductor Manufacturing Company (TSM) are key players in the artificial intelligence (AI) semiconductor ecosystem, benefiting from surging demand for data center and AI-driven computing. Micron provides the ...