Micron Technology, Inc. (MU) vs Oracle Corporation (ORCL)

Micron Technology is one of the world’s largest semiconductor companies, focused on memory and storage chips. Its main source of revenue comes from dynamic random access memory (DRAM), while it also maintains smaller exposure to NAND flash memory. Micron serves a global customer base, supplying chips for data centers, mobile devices, consumer electronics, as well as industrial and automotive applications. The company operates as a vertically integrated business.

Oracle Corporation delivers enterprise applications and infrastructure solutions through flexible IT deployment models, including on-premises, cloud, and hybrid environments. Founded in 1977, Oracle introduced the first commercial SQL-based relational database management system, widely used by many of the world’s largest enterprises for high-volume online transaction processing. In addition to its database products, Oracle offers enterprise resource planning platforms and cloud infrastructure that are becoming increasingly important for large language model training and inference.