Chips losing ground?

Memory Enters Bear Market: Micron -30% From Highs, Yet SanDisk Still +580% YTD — Make Sense of It?

The memory sector kept diverging Friday: SanDisk (SNDK) −3.99%, Micron (MU) −0.50%, while SK Hynix (SKHY) edged up 1.13%. The contrast is stark — memory chips have "officially entered a bear market," with Micron down 30% from its peak despite surging AI demand, yet SNDK is still up 580% YTD and called a screaming buy, and Micron draws bulls on strong Q3 results and raised guidance. Seeking Alpha flags Hynix's HBM tailwinds but warns on ADR premium and cyclicality. With "bear market" and "+580% YTD" coexisting, do you trust the AI supercycle — or a cycle peak?

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