Micron, Sandisk, and SK Hynix: History Says This About the Memory Trio's Rally
Motley Fool·- Micron, Sandisk, and SK Hynix have experienced massive stock surges over the past year, driven by surging prices and ballooning gross margins from the AI infrastructure build-out. - The article argues that while historical memory supercycles typically end in crashes due to oversupply, this cycle differs because AI demand continues to soar and supply constraints limit production capacity. - Memory makers have also secured long-term contracts for the first time in history, suggesting that memory stocks could remain top AI investments with a long runway ahead.Weekend Round-Up: Social Media Companies Dodge Lawsuit; Google Faces India's Ire; SK Hynix Eyes Japan; Alibaba's Old Nvidia GPUs Still Going Strong
benzinga_article·- Major tech companies experienced notable developments including dismissed lawsuits, regulatory scrutiny, and strategic expansions. - A New Jersey teenager voluntarily dropped an addiction lawsuit against Meta, Google, and Snap without any financial settlement, while India targeted Google's Firebase platform over bank scams. - SK hynix considered a massive manufacturing expansion in Japan, a former Google engineer saw espionage convictions overturned, and Alibaba confirmed its older Nvidia GPUs remain fully operational.The Memory Squeeze Refuses To Die
ZeroHedge·- The memory squeeze has entered a new phase, evolving from an AI-specific capacity problem into a broad memory pricing shock. - HBM and conventional DRAM initiated this trend, while NAND is now transitioning to vertical production. - This market dynamic creates an earnings windfall upstream and an increasingly painful margin problem downstream.