Better Memory Stock: SK Hynix vs. Micron

SK Hynix and Micron are both benefiting from the AI-driven memory supercycle, but with different exposures. SK Hynix leads in high-bandwidth memory (HBM) with a 50% market share and strong Nvidia partnership, while Micron has seen faster recent growth due to rising conventional memory prices. The analyst favors SK Hynix as the better long-term investment due to its advanced memory leadership and reduced exposure to conventional memory price declines.