◆ NeutralMUSKHY

SK Hynix Just Announced Huge News for Micron Shareholders

The Motley Fool·
SK Hynix Just Announced Huge News for Micron Shareholders

SK Hynix announced that its DRAM and HBM memory chips are sold out through 2029, signaling strong AI demand will persist longer than expected. This benefits competitor Micron Technology, which is expanding production capacity and currently trades at a low valuation of 5x FY2027 earnings compared to its historical 20-25x average. The article suggests Micron stock could see significant growth as the market recognizes the extended AI build-out cycle.

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