Why this analyst says memory stock valuations make a lot of sense

The memory industry remains in focus as investors weigh strong pricing, rapid market growth and shifting competitive ...

Micron down 6%, SK Hynix and SanDisk 5%: why is memory trade crashing?

Micron gained 4.1% on Monday, SanDisk jumped 8.9% and SK Hynix’s ADRs added about 3% as investors returned to memory names after July’s violent selloff. SanDisk had already risen roughly 35% over the ...

Samsung, SK Hynix climb sharply: why Nvidia earnings strengthened memory bull case

Samsung Electronics and SK Hynix rallied in Seoul on Thursday after Nvidia’s latest results signalled that the AI boom ...
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If the AI Boom Is So Strong, Why Are Memory Stocks Crashing?

Micron, Sandisk, and SK hynix have crashed 30 to 35% despite record revenues and HBM supply sold out well into future production quarters. Expanding HBM capacity could let a manufacturer ship 30% more ...