the demand is still there.. some investors are just cashing out but jumping back in
CXMT Targets Server Memory — Is Memory Stock Repricing Done?
Micron, SanDisk, SK Hynix, and Western Digital fell 4%–6%, while a 2x SK Hynix product plunged 22.69%. CXMT’s reported server DRAM expansion intensified competition fears as inflation pressured valuations and traditional-memory pricing expectations. Bulls cite production barriers and resilient HBM demand; bears warn that added supply could weaken DRAM prices and margins. Should investors focus on Micron’s HBM share, SK Hynix’s technology lead, or a SanDisk/WDC recovery?
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