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AI Servers Need HBM or NAND? 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And how do Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) benefit from these respective segments of demand?","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260512/storage-chip-ed58a5b5582d442198508c64db979e69.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260512/storage-chip-ed58a5b5582d442198508c64db979e69.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262184605-hbm-vs-nand-ai-servers-micron-sandisk-sk-hynix-differ-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0640476718.USD","LU0203347892.USD","LU2750360997.AUD","LU1852331112.SGD","MUZ","LU0234570918.USD","LU0109391861.USD","IE00B1XK9C88.USD","LU0719512351.SGD","LU2543165471.USD","FDTX","SKHA","LU1145028129.USD","LU2896262040.SGD","SOXQ","LU2471134952.CNY","07709","BK4543","IE00B7SZLL34.SGD","CHPS","LU1861215975.USD","LU1551013425.SGD","AIFD","IE00B19Z3581.USD","LU0081259029.USD","IE0034235303.USD","LU2063271972.USD","LU2168564495.EUR","LU0683600562.USD","LU2357305700.SGD","LU2360107168.USD","BK4527","LU0823413660.USD","BK4605","LU1323610961.USD","LU2286300806.USD","XLK","LU0157215616.USD","LU0256863902.USD","IE00BKDWB100.SGD","LU0353189680.USD","IE00BSNM7G36.USD","JGRO","LU0203345920.USD","COWG","RULE","SG9999001424.SGD","LU1629891620.HKD","BK4533","LU0353189763.USD","IXN","LU2458330169.SGD","BK4554","IE0009356076.USD","SCHM","LU2168564149.EUR","OPTZ","LU1868836591.USD","BAI","EFIV","SGXZ51526630.SGD","CHPX","BK4170","LU1868836914.USD","LU0127658192.USD","BK4532","LU2089985449.USD","LU0889565833.HKD","SKHZ","SCHA","SGXZ99366536.SGD","LU0792757196.USD","LU0943347566.SGD","LU1267930813.SGD","LU1803068979.SGD","BK4579","IE00BWXC8680.SGD","TRFK","AIQ","LU1720051108.HKD","XNTK","EGGY","SNDU","FAI","LU0154236417.USD","LU1366333091.USD","SKHY","LU0889566641.SGD","LU1280957306.USD","MUG","LU1674673691.USD","SMU00main","LU2458330243.SGD","FSMD","LU1868837300.USD","LU2357627491.SGD","IE00B5949003.HKD","BK4566","IE00B19Z3B42.SGD","SK","LU0096364046.USD","LU1914381329.SGD","LU0820561818.USD","LU0963586101.USD","BK4512","LU0417517546.SGD","BK4553","FTEC","BK4575","SHOC","LU1861220033.SGD","LU0964807845.USD","LU1674673428.USD","LU1551013342.USD","BK4141","LU0642271901.SGD","FTXL","LU0238689110.USD","PTF","IETC","SKHN","SKHQ","LU2360106780.USD","LU2168564065.EUR","BOBP","GB00BDT5M118.USD","QQQG","MUYY","SGXZ81514606.USD","MUU","PSI","LU0256863811.USD","LU1316542783.SGD","AIS","SNDQ","HYNX","LU0689472784.USD","LU2931357623.SGD","IE00BK4W5L77.USD","SNDC","LU1778281490.HKD","LU0054578231.USD","LU1868837136.USD","FXL","WLDR","LU1267930730.SGD","LU2023250330.USD","LU2213496289.HKD","SNDG","SKHU","SOXX","SKUU","IE000M9KFDE8.USD","TMSL","LU0672654240.SGD","LU2471134796.USD","LU0823397103.USD","LU1720051017.SGD","BK4585","LU0820562030.AUD","LU2168563687.JPY","CGGO","WUGI","LU0097036916.USD","FCUS","LU2471134879.HKD","LU0708995401.HKD","LU2087625088.SGD","LU0109392836.USD","LU2403377893.USD","LU0133085943.USD","SNXX","LU1868836757.USD","MIC","USXF","LU0320765059.SGD","LU2756315664.SGD","IE0002270589.USD","LU2290526834.HKD","LU0082616367.USD","SKHX","CNAV","SMH","LU0859254822.USD","LU0274383776.USD","SNDK","LU2102340556.USD","LU2250418816.HKD","LU0323591593.USD","LU0061475181.USD","LEGR","LU0823413587.USD","LU1548497426.USD","LU1989764664.SGD","LU1989764748.USD","SKDD","TTXU","LU0820561909.HKD","LU2756315318.SGD","LU2211815571.USD","LU0787776722.HKD","LU0823397285.USD","BK4588","EMSF","LU2054465674.USD","LU2471134523.USD","LU2168564222.USD","LU1956131251.USD","SKHYV","MU","SKHL","IE00BK4W5M84.HKD","LU2750360641.GBP","LU0210536198.USD","LU2048586759.USD","IE00BJLML261.HKD","LU0056508442.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146909322","title":"Micron Surges 275% YTD—Can the Stock Keep Rising? 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Citi predicts Micron's stock still has room to climb before the SEMICON 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So far, it seems that the mismatch between memory supply and demand will widen in 2027. But even if open market memory prices fall by around 80% at the end of the cycle, beginning in the back half of 2028, Micron should still show strength, the analysts say. \"We think trough annualized EPS will still be HIGHER than where MU will likely guide annualized EPS next Q--a very powerful statement and one that we think the market will ultimately reward,\" they say. 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