It's important to understand that the Chinese can't build hbm required for ai. Also their memory chips are significantly physically larger than the rest of the industry, so that's a "big" problem for then
Micron Stock Rises as it Gains Memory-Chip Share. It's not All Good News
Feels like there's a massive amount of manipulation in this stock. The fact that a lot of stuff usually happens outside of trading hours is suspicious.
Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds
It doesn't mean that Nvidia will use sk hynix instead of micron. Considering that they partnered to endeavor to alleviate the memory supply pressure, why would they then simultaneously create a single point reliance and choose to limit their supply? I'm other words, micron is still required in its full capacity.
Why Micron Stock Is Rising After Rival SK Hynix's Fresh Deal with Nvidia