By Dave Kovaleski
Publication Date: 2026-02-05 17:00:00
Key Points
Micron and Broadcom are both semiconductor stocks, but they each operate in different areas.
Micron makes chips for memory and data storage, while Broadcom makes chips for networks.
There are a couple of key reasons why one stands out as the better option right now.
- 10 stocks we like better than Micron Technology ›
Few chipmakers have benefited more from the outsized enthusiasm for all things artificial intelligence (AI) than Micron Technology (NASDAQ: MU) and Broadcom (NASDAQ: AVGO).
The returns have been staggering for both. Last year, Micron was one of the best-performing stocks on the market, and it continues to churn higher in 2026. Micron stock is up 38% year to date as of Feb. 4 and 338% over the past 12 months. Over the past three-year bull market, it has had an average annualized return of 84.4%, and over the past five years, it has gained 37.7% per year.
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