Issue 2026-10-19 · Industry · 芯片 · 市场
Analysis favors SK Hynix over Micron as AI memory stock

A Motley Fool piece argues HBM and advanced DRAM are becoming critical to the AI chip chain. Citing Counterpoint Research, it says SK Hynix held 50% of global HBM revenue in Q2, nearly matching Samsung, and the author would pick SK Hynix over Micron as a single five-year AI memory holding.
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