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AI Servers Need HBM or NAND? What Are the Differences Among Micron, SanDisk, and SK Hynix's Businesses?","url":"https://stock-news.laohu8.com/highlight/detail?id=2669654954","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669654954?lang=en_us&edition=fundamental","pubTime":"2026-09-24 17:03","pubTimestamp":1790240625,"startTime":"0","endTime":"0","summary":"TradingKey - As demand for AI servers grows rapidly, HBM, DRAM, NAND, and enterprise SSDs have become some of the most closely watched keywords in the semiconductor market. However, for everyday investors, these memory products can easily be confused: Do AI servers actually require more HBM or NAND? And how do Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) benefit from these respective segments of demand?","market":"sg","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":["IXN","MU","XLK","LU1720051017.SGD","SKHL","LU2063271972.USD","LU2054465674.USD","LU0353189763.USD","LU1629891620.HKD","LU2756315318.SGD","LU0820561909.HKD","PTF","LU0061475181.USD","LU0792757196.USD","LU1674673691.USD","IE00B19Z3581.USD","LU0157215616.USD","LU2290526834.HKD","LU1861220033.SGD","LU0238689110.USD","LU2168564065.EUR","LU0109391861.USD","MUU","SCHM","BK4543","BK4554","SKHN","IE00BWXC8680.SGD","LU1852331112.SGD","LU1803068979.SGD","IE0034235303.USD","LU1868836757.USD","FXL","LU1280957306.USD","LU0127658192.USD","LEGR","LU0054578231.USD","LU0820562030.AUD","LU0323591593.USD","SOXQ","IE0009356076.USD","LU0640476718.USD","SKHZ","LU0256863902.USD","LU2023250330.USD","RULE","LU2471134879.HKD","LU2168564149.EUR","LU1720051108.HKD","LU1366333091.USD","FTXL","CNAV","LU1316542783.SGD","COWG","LU1551013342.USD","BK4566","LU2357627491.SGD","LU2471134796.USD","LU0859254822.USD","LU0823413660.USD","IETC","LU0823397285.USD","LU2360106780.USD","LU2471134523.USD","LU0889566641.SGD","LU0943347566.SGD","SG9999001424.SGD","SKHY","LU0642271901.SGD","SKHA","LU2089985449.USD","LU1267930730.SGD","BK4588","SNXX","SKUU","SCHA","SMH","SKHQ","SNDG","LU0823397103.USD","BK4170","LU0082616367.USD","LU2102340556.USD","IE00BK4W5L77.USD","WLDR","MUG","MUYY","BOBP","LU0096364046.USD","SK","LU0689472784.USD","LU0256863811.USD","LU1914381329.SGD","LU2213496289.HKD","AIFD","BK4605","LU1267930813.SGD","LU2896262040.SGD","CHPX","LU2403377893.USD","FSMD","LU1674673428.USD","LU0787776722.HKD","BK4527","LU0109392836.USD","LU1861215975.USD","LU1323610961.USD","LU0708995401.HKD","SKHX","LU2750360997.AUD","EFIV","BK4141","IE00BKDWB100.SGD","LU0081259029.USD","FTEC","LU1551013425.SGD","LU2471134952.CNY","MUZ","FCUS","TTXU","IE0002270589.USD","SMU00main","BK4579","SGXZ99366536.SGD","LU1868837300.USD","LU0823413587.USD","LU1145028129.USD","CHPS","LU1989764748.USD","LU2931357623.SGD","IE00BK4W5M84.HKD","LU0203347892.USD","SNDQ","CGGO","TRFK","EMSF","LU1868836914.USD","LU2750360641.GBP","LU2168563687.JPY","LU0963586101.USD","AIS","LU1956131251.USD","LU2048586759.USD","LU0203345920.USD","LU0133085943.USD","LU0683600562.USD","LU1868836591.USD","LU2458330243.SGD","SNDC","LU0210536198.USD","LU2286300806.USD","LU0154236417.USD","LU1868837136.USD","SNDU","LU0320765059.SGD","WUGI","PSI","LU2756315664.SGD","LU0097036916.USD","IE00BSNM7G36.USD","LU2458330169.SGD","QQQG","LU2168564222.USD","FDTX","LU1989764664.SGD","BK4575","JGRO","LU0234570918.USD","LU0353189680.USD","LU0672654240.SGD","LU1548497426.USD","BK4512","SHOC","LU0719512351.SGD","BAI","LU1778281490.HKD","LU2250418816.HKD","IE00B1XK9C88.USD","SGXZ81514606.USD","SOXX","BK4585","AIQ","07709","LU0820561818.USD","LU2360107168.USD","BK4533","MIC","TMSL","USXF","SKHU","LU2357305700.SGD","LU0964807845.USD","IE00B7SZLL34.SGD","GB00BDT5M118.USD","LU2211815571.USD","SGXZ51526630.SGD","LU0889565833.HKD","SKHYV","LU2168564495.EUR","FAI","LU0056508442.USD","IE00B5949003.HKD","HYNX","SKDD","LU0417517546.SGD","OPTZ","EGGY","IE000M9KFDE8.USD","BK4553","IE00BJLML261.HKD","LU2543165471.USD","XNTK","BK4532","IE00B19Z3B42.SGD","LU0274383776.USD","LU2087625088.SGD","SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669463699","title":"Market Chatter: Microsoft's OpenAI Hacked Government Health Portal, Says Australia Prime Minister","url":"https://stock-news.laohu8.com/highlight/detail?id=2669463699","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669463699?lang=en_us&edition=fundamental","pubTime":"2026-09-24 16:37","pubTimestamp":1790239036,"startTime":"0","endTime":"0","summary":"Microsoft's  OpenAI agent breached a government Medicare data system in June, gaining unauthorized access to files, Reuters reported Thursday, citing Australian Prime Minister Anthony Albanese.According to Albanese, the OpenAI agent hacked the medical statistics portal of Australia's universal health insurance program while conducting research on public medical spending, the report said.There is no evidence other systems have been transgressed by OpenAI, but an investigation is underway, Reuters reported. OpenAI did not inform Australian authorities of the breach until Sept. 10.Meanwhile, Defense Minister Richard Marles said the Medicare portal that was breached did not contain individual medical claims, benefit payments, personal banking details or patient medical histories but only aggregated data on healthcare use, Reuters 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Shifts from Survivor to Nvidia Challenger","url":"https://stock-news.laohu8.com/highlight/detail?id=2669587824","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669587824?lang=en_us&edition=fundamental","pubTime":"2026-09-24 10:01","pubTimestamp":1790215301,"startTime":"0","endTime":"0","summary":"BREAKINGVIEWS-Huawei shifts from survivor to Nvidia challengerHONG KONG, Sept 24 (Reuters Breakingviews)-What does not destroy Huawei, makes it stronger. 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Stock Market Top 20 by Trading Volume on Sept 24: Micron Slips Over 2% as Tech Stocks Weaken, Acer CEO Warns Memory Supply Crunch May Be Short-Lived","url":"https://stock-news.laohu8.com/highlight/detail?id=1189307877","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189307877?lang=en_us&edition=fundamental","pubTime":"2026-09-24 06:53","pubTimestamp":1790204020,"startTime":"0","endTime":"0","summary":"On Wednesday, Micron Technology (third in US stock trading volume) closed down 2.22% with $23.151 billion in trades. Citi predicts Micron's stock still has room to climb before the SEMICON 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Inc. Stock Underperforms Wednesday When Compared to Competitors","url":"https://stock-news.laohu8.com/highlight/detail?id=2669439729","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669439729?lang=en_us&edition=fundamental","pubTime":"2026-09-24 05:29","pubTimestamp":1790198940,"startTime":"0","endTime":"0","summary":"DJ Snap Inc. Stock Underperforms Wednesday When Compared To CompetitorsThis article was automatically generated by MarketWatch using technology from Automated Insights.Shares of Snap Inc.  slid 5.87% to $5.29 Wednesday, on what proved to be an all-around dismal trading session for the stock market, with the NASDAQ Composite Index  falling 1.13% to 26,936.04 and Dow Jones Industrial Average  falling 0.68% to 51,511.59.This was the stock's second consecutive day of losses.Snap Inc. closed 42.06% below its 52-week high of $9.13, which the company achieved on November 12th.The stock underperformed when compared to some of its competitors Wednesday, as Microsoft Corp.  rose 0.52% to $500.59, Apple Inc.  fell 0.80% to $337.02, and Alphabet Inc. Cl A  fell 3.80% to $337.83.Trading volume  remained 1.9 million below its 50-day average volume of 37.8 M.Data source: Dow Jones Market Data, FactSet. Data compiled September 23, 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Firms Should not Get Regulatory Waivers, Nvidia CEO Says on Podcast","url":"https://stock-news.laohu8.com/highlight/detail?id=2669436656","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669436656?lang=en_us&edition=fundamental","pubTime":"2026-09-24 04:19","pubTimestamp":1790194770,"startTime":"0","endTime":"0","summary":"AI firms should not get regulatory waivers, Nvidia CEO says on podcastSAN FRANCISCO, Sept 23 (Reuters)-NvidiaNVDA.OCEO Jensen Huang believes AI firms should not receive exemptions from antitrust or 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