Why Micron and SK Hynix Could Quietly Become the Real AI Winners

Key Points Memory is becoming a major bottleneck in the AI infrastructure buildout. Both Micron and SK Hynix enjoy pricing power and multiyear revenue visibility for their HBM and advanced DRAM offerings. SK Hynix is already the leader in the HBM market, while Micron is focused on expanding its market share. 10 stocks we like better than Micron Technology › Investors who are looking for high-potential artificial intelligence (AI) stocks often pick well-known semiconductor players such as Nvidia a ...