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Barchart
Barchart
Rick Orford

Micron vs. SK hynix: One Stock Rules AI Memory. The Other Has More Room to Run.

Memory SK Hynix Micron Hynix SK HBM Nvidia AMD MU Samsung

Two companies are quietly fighting for control of the most important component in AI - and Micron (MU) just beat the reigning champ, SK hynix (SKHY), on margins. Both supply the memory NVIDIA’s (NVDA) chips can't run without.

But to understand why this fight matters so much right now, we have to start with why the memory business was never supposed to be this exciting.

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