RF/microwave ICs
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Micron Stock A Better Bet Than Analog Devices?
Forbes· 2025-10-13 13:25
Core Insights - Micron Technology (MU) is presented as a more favorable investment option compared to Analog Devices (ADI) due to superior revenue growth, better profitability, and lower valuation metrics [1][4]. Performance Overview - MU's quarterly revenue growth was reported at 46.0%, significantly higher than ADI's 24.6% [5]. - Over the last 12 months, MU achieved a revenue growth of 48.9%, while ADI's growth was only 7.1% [5]. - MU's last twelve months (LTM) operating margin stands at 26.2%, compared to ADI's 25.3% [5]. Company Profiles - ADI specializes in data converters, high-performance amplifiers, and RF/microwave integrated circuits (ICs) for various markets including industrial, automotive, consumer, aerospace, and communications [4]. - MU focuses on designing and manufacturing memory and storage products, particularly high-speed, low-latency DRAM semiconductor devices across multiple segments such as Compute, Mobile, Storage, and Embedded [4].