SKHynix - The Leadership Trend: Hynix isn't just following the trend. It is THE Trend. Hynix holds a 50% monopoly on global HBM supply combined with NVIDIA's validation. With a forward P/E ratio of just 11.6x, Hynix provides exposure to AI accelerators without the steep valuation premium compared to Micron.
Micron - The Challenger: It has staged a monumental operational rally with massive multi year contracts with cloud hyperscalers to lock in long term revenue commitments.
However aggressive scale expansion has forced Micron to reroute valuable wafer capacity into lower margin DRAM to gain volume & threatening its overall profit margin.
My Take: Why not invest in $Roundhill Memory ETF(DRAM)$ which includes both Hynix & Micron plus 26 more memory stocks like SanDisk & Kioxia? DRAM ETF is low cost and diversified, minimising risk on single stocks.
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