The gap between the Micron and AMD stock valuations is of concern to investors

Watcher Guru reported that the stock valuation gap between Microron and AMD raised concerns among investors. Both chip manufacturers are in the same wave of AI memory and calculation, but their trade multipliers vary considerably. Micron ' s stock valuation is currently well below AMD, and this gap and the respective stock target prices are the focus of investors ' concerns. The current demand for high-bandwidth memory chips in Micron is strong, and Hyperscalers are spending more on such hardware, which has led to a growing market share for Micron. The CEO Sanjay Mehrotra of Micron states: “AI-driven demand is accelerating.” At the same time, AMD data centre sales are also growing rapidly, mainly because of demand for Epyc server processors and Instinct accelerators。