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MU compared with KLAC: revenue, margins and what each company keeps, and the suppliers and customers both name
MU
Micron Technology Inc
Change
Mkt cap
Revenue
Revenue
KLAC
KLA Corp
Change
Mkt cap
Revenue
Revenue
vs
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MU
Micron Technology Inc
vs
KLAC
KLA Corp
Price
Mkt cap
Revenue
Revenue
Change
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only MU
7
NVDA
Nvidia
customer
FTNT
Fortinet
customer
RMBS
Rambus
supplier
ADEA
Adeia
supplier
3 more · MU chain
›
Shared
0
No shared counterparties.
Only KLAC
3
—
China-based companies involved in advanced semiconductor manufacturing
unlisted
customer
TSM
TSMC
customer
—
Samsung Electronics
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
MU
Micron Technology Inc
Change
872.03
· pre 909.14
Mkt cap
$1.0T
Revenue
$54.2B
Q4 FY26
Revenue
$133B
FY26
KLAC
KLA Corp
Change
157.82
· pre 160.55
Pre-market
Sep 2 '83
Mkt cap
$205.8B
Revenue
$4.1B
Q1 FY27
Revenue
$13.6B
FY26
vs
Compare
Pre-market
Sep 2 '83
MU
Micron Technology Inc
vs
KLAC
KLA Corp
872.03
pre 909.14
Price
157.82
pre 160.55
$1.0T
Mkt cap
$205.8B
Q4 FY26
$54.2B
Revenue
$4.1B
Q1 FY27
FY26
$133B
Revenue
$13.6B
FY26
Change
Change
MU
872.03
vs
KLAC
157.82
Pre-market
Sep 2 '83