Micron Technology, Inc. designs, develops, manufactures, and sells memory and storage products in the United States, Taiwan, Japan, Mainland China, Hong Kong, Europe, and internationally. It operates through the Cloud Memory Business Unit; Core Data Center Business Unit; Mobile and Client Business Unit; and Automotive and Embedded Business Unit segments. The company provides memory products, including dynamic random access memory …
Full MU analysis →
Competitive advantage assessment
Key strengths
Cost Leadership PositionOperating margin at 98.5th percentile with strong OpEx control demonstrates cost leadership.
Scale Supporting ProfitabilityProfitability at scale is strong (score 0.95), demonstrating competitive advantages.
Key risks
Revenue Volatility Signals Weak StickinessRevenue volatility is high (stability score 0.11), suggesting weak customer stickiness.
Volatile Margins Suggest CyclicalityMargin volatility is high (stability score 0.22), suggesting cyclical exposure or competitive pressure.
The dashed ring is the peer median. Defense scores are percentile ranks
against peers, so 50 is roughly the typical company in this group.
Upgrade to unlock the signals and evidence behind each defense.
Premium access
Unlock full defense analysis
Get key signals, strengths, and risks for every moat dimension.
Micron Technology, Inc. ranks #5 of 66
scored companies in Semiconductors by moat score — the top 8%.
The widest moat in the group is NVE Corporation (NVEC)
at 86/100.
Moat scores for companies ranked near MU in Semiconductors
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 99
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 63
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 76
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 75
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 94
· 15% of the moat score
Scale matters only when it converts into economics.
Micron Technology, Inc. (MU) scores 78 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as strong. It ranks #5 of 66 scored companies in Semiconductors, the top 8%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 65 companies in Semiconductors. Its strongest defense is Cost Advantage (99/100) and its weakest is Customer Stickiness (63/100).
How does Micron Technology, Inc. compare with other Semiconductors companies?
Micron Technology, Inc. ranks #5 of 66 scored companies in Semiconductors by moat score. The widest moat in Semiconductors is NVE Corporation (NVEC) at 86/100. The companies ranked closest are Rambus, Inc. (RMBS) at 80 just above it and NVIDIA Corporation (NVDA) at 78 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 65 companies in Semiconductors. The defenses are then weighted to produce the overall score out of 100.
Why is Micron Technology, Inc. scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Micron Technology, Inc.?
The Corporate Default template measures 6 defenses, and MU scores: Pricing Power (66), Cost Advantage (99), Customer Stickiness (63), Capital Efficiency (76), Resilience (75), Scale & Market Position (94). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
We value your privacy
We use cookies to enhance your browsing experience, analyze site traffic, and personalize content. By clicking 'Accept All', you consent to our use of cookies.
Read our cookie policy
Cookie Preferences
Manage your cookie preferences. Essential cookies are always enabled.