Buy SK Hynix or Micron Technology?
SK Hynix, the second largest DRAM and high-performance memory (HPM) maker based in South Korea is listing it’s shares on the NASDAQ today priced at $149 per share. Providing investors an opportunity to own shares more easily with greater liquidity.
Micron Technology, the third largest HPM manufacturer currently leads SK Hynix in gross margin and near-term profit growth acceleration, while SK Hynix maintains structural advantages in net profit efficiency and market share.
We own both and will be managing position size based on high-performance memory (HPM) market demand and supply.
Expecting HPM demand to exceed supply till 2030
This post is for information purposes only. Not investment advice.