Hardware
45d agoSK Hynix Closes Valuation Gap With Micron
High-bandwidth memory demand is narrowing the valuation gap between SK Hynix and Micron. Investors are shifting focus from hyperscalers to the niche hardware suppliers powering AI clusters. This trend reflects a market correction as HBM supply constraints persist.
The Signal
Hardware practitioners should monitor these pricing shifts for signals on future chip availability.