KLAC vs MU: AI Stock Comparison

KLA Corporation vs Micron Technology, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$MU scores higher on AI exposure (4/5 vs 3/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$KLAC
KLA Corporation
Inspection and metrology tools that keep chip yields up.
$MU 🏆
Micron Technology, Inc.
DRAM, NAND and the high-bandwidth memory (HBM) AI GPUs need.
AI exposure score⚡⚡⚡⚡⚡ 3/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding1.30B
as of 2026-10-26 · 10-Q cover page · SEC filing
1.13B
as of 2026-10-02 · 10-K cover page · SEC filing
CategoryMemory & semicapMemory & semicap
Key metrics
Revenue (latest quarter) $4.14B
10-Q period ended 2026-09-30; +29% y/y · SEC filing
Net income $1.55B
Same quarter · SEC filing
Revenue (latest fiscal year) $133.19B
10-K period ended 2026-09-03; +256% y/y · SEC filing
Gross margin 80.7%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $99.34B
Same fiscal year; 75% operating margin · SEC filing
Next earningsNot yet announced / not on our calendar
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Next catalystNot yet announced / not on our calendar
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Upcoming catalystsNone tracked
Dec 16, 2026 expected
Micron Technology, Inc. quarterly earnings · source
Most recent reported
Oct 28, 2026
KLA Corporation reports quarterly results · source
Process-control tools; read on leading-edge and advanced-packaging spend. Revenue: $4.14B (+29% y/y), per 10-Q.
Not yet announced / not on our calendar
Key risks
  • “We operate in industries that have historically been cyclical, including the semiconductor industry, and customer purchasing decisions are highly dependent on local and global economic…” — 10-K risk factor (filed 2026-08-06) · source
  • “Ongoing changes in the technology industry, including AI-related developments and changes in semiconductor manufacturing processes, customer investment patterns and end-market demand, could…” — 10-K risk factor (filed 2026-08-06) · source
  • “Government actions and regulations, such as export restrictions, tariffs, and trade protection measures, may limit our ability to sell our products to certain customers or markets, or could…” — 10-K risk factor (filed 2026-10-09) · source
  • “We may be unable to generate sufficient cash flows or obtain access to external financing necessary to fund our operations, make scheduled debt payments, and make adequate capital…” — 10-K risk factor (filed 2026-10-09) · source
AI angle

KLA's process-control tools become more critical as AI chips move to complex nodes and advanced packaging. Its demand follows foundry and memory capex cycles.

Micron's HBM is stacked next to AI accelerators, and AI servers pull overall DRAM demand. Memory pricing makes its results highly cyclical even with AI tailwinds.

Full analysis: $KLAC →Full analysis: $MU →

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Deep dives: KLAC next earnings & catalysts · MU next earnings & catalysts · AI earnings this week