Can Micron Catch the SK Hynix HBM Wave?
The AI trade is not only about GPUs.
As AI servers scale, market attention is moving into HBM, DRAM, NAND, SSD, advanced packaging and semiconductor equipment.
SK Hynix remains a key anchor for the HBM narrative.
Micron is one of the more direct U.S.-listed names for investors watching AI memory exposure.
The key question is whether AI demand can turn memory from a cyclical trade into a longer-term AI infrastructure theme.
Memory is still cyclical. AI demand does not remove pricing, capacity or valuation risk.
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- Gnima·07-15 22:46发这些也改变不了，股价下跌LikeReport