As of May 28, 2026, Micron Technology (MU) is often considered a stronger AI play than Intel (INTC) due to its focus on high-bandwidth memory (HBM) used in AI data centers. Micron's HBM3E memory is a key component for NVIDIA's AI accelerators, driving demand.
Intel, meanwhile, has faced challenges in the AI chip market. Its Gaudi AI accelerators have not gained significant traction against NVIDIA's GPUs, and Intel's foundry business is still ramping up. In 2025, Intel reported a net loss of $18.8 billion, partly due to restructuring costs.
Micron's revenue for fiscal 2025 was $25.1 billion, up from $25.1 billion in fiscal 2024, showing stability. Analysts project Micron's earnings per share (EPS) for fiscal 2026 to be around $8.50, reflecting strong AI demand.
However, both stocks are subject to market volatility. Micron's reliance on memory pricing cycles and Intel's turnaround efforts present risks. Investors should consider their own risk tolerance.
