Micron Technology Inc (MU) — the peer cohort
As of 2026-09-14 — scores re-bake nightly. Cohort = shared Closelook index membership first, then sector. Diary readings, not advice.
Micron Technology Inc ranks 1 of 7 in its cohort on the Closelook composite (69/100) — the highest reading in the cohort.
| Name | Composite | Momentum | Quality | Valuation | Signal | Off 52w high |
|---|---|---|---|---|---|---|
| MU Micron Technology Inc | 69 | 69 | 86 | 56 | info | 22.3% |
| 000660.KS SK Hynix Inc | 69 | 39 | 92 | 77 | bear | 43.2% |
| 005930.KS Samsung Electronics Co Ltd | 68 | 51 | 72 | 83 | bear | 33.5% |
| 042700.KS Hanmi Semicon | 51 | 8 | 79 | 19 | watch | 47.2% |
| 0522.HK ASM Pacific Technology Ltd | 43 | 52 | 25 | 38 | bear | 36.9% |
| 2308.TW Delta Electronics Inc | 54 | 41 | 57 | 33 | bear | 37.3% |
| 3037.TW Unimicron Technology Corp | 53 | 73 | 29 | 37 | bull | 21.1% |
Scores are relative readings across the Closelook coverage universe — methodology in the company-scoring explainer. Signal lights come from the nightly signal board.
FAQ · from the current data · as of 2026-09-14
Quick answers
Who are Micron Technology Inc's peers in the Closelook universe?
The cohort is drawn from shared Closelook index membership first, then sector: SK Hynix Inc (000660.KS), Samsung Electronics Co Ltd (005930.KS), Hanmi Semicon (042700.KS), ASM Pacific Technology Ltd (0522.HK), Delta Electronics Inc (2308.TW), Unimicron Technology Corp (3037.TW).
How does MU score against its peers?
Micron Technology Inc's composite reads 69/100, ranking 1 of 7 in its cohort as of 2026-09-14 — the highest in the cohort. Closelook scores are research diary readings, not ratings or advice.
Mentioned on Closelook
Where MU appears in the diary — 34 pieces, newest first. Every link is our own writing.
Long reads
- Where to Invest in the AI Chip Constraint Chain
- AI Economy — Three Futures for 2030, and the One the Model Leaves Out
- Situational Awareness — Crushed While Correct
- Micron Beat — and This Time the Market Didn't Sell the Peak
- Micron: The Print That Now Prices the AI Trade
- Macro Regime — Money Temperature
- AI Bull Market — The 2026 Verification Phase
- Market Structure — Structural Awareness in an Asynchronous Market
101 and glossary
- AI Infrastructure Outlook 2026: Layers, Risks, and Positioning
- Memory Wall & HBM Economics: The Next AI Constraint
- Sentinel Tickers: ASML, Advantest, and Micron as Semiconductor Cycle Indicators
- Strategic Authority Investment: Reading the Jensen Huang Roadmap
- The 6-Layer Model: How Closelook Maps the AI Supply Chain
- Why Functional Indices Beat Cap-Weighted Semiconductor ETFs
Dailies
- AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in Tokyo
- AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106
- AI trade — the pacing call splits tech: chips −5%, software +4.5%, security +12–15%, 10-year hits 5%
- Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%
- Stocks snap a four-day losing streak as oil slips under $100 and chips bounce 2% — despite core inflation hotter than hoped and Fed hike odds at 82%; Oracle gives back its entire after-hours jump
- Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave back
- Chips lead the market down as oil tops $105 and the 10-year hits 4.92%: Micron −4%, Intel −4%, Nvidia −2.5% — while software posts its first up day in six and Apple gains 3%
- The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%
Related in the Closelook universe
- 000660.KS SK Hynix Inc
- 005930.KS Samsung Electronics Co Ltd
- 042700.KS Hanmi Semicon
- 0522.HK ASM Pacific Technology Ltd
- 2308.TW Delta Electronics Inc
- 2802.T Ajinomoto
- 285A.T Kioxia
- 3037.TW Unimicron Technology Corp
- 3436.T Sumco
- 4004.T Resonac
- 4062.T Ibiden
- 4063.T Shin-Etsu Chemical
- 5201.T AGC Inc.
- 5801.T Furukawa Electric
- 6146.T DISCO Corp
- 6361.T Ebara
- 6367.T Daikin
- 6525.T Kokusai Electric
- 6723.T Renesas Electronics
- 6856.T Horiba