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Article details fierce competition between Micron and SK hynix in AI memory (HBM), a critical bottleneck for NVIDIA and AMD's AI chips. Both memory makers show strong margins and demand visibility, r…
SK Hynix's Nvidia partnership and HBM dominance signal strong AI-driven memory demand through 2030, though volatile memory stocks carry high risk of sharp reversals despite bullish structural outlook.
BofA's Vivek Arya reiterates Buy on Micron with $1,550 target, arguing AI-driven HBM demand structurally changed earnings potential, dismissing bear-case memory cycle fears amid strong GPU rental pri…