Seeking Alpha
30 Oct 2026, 12:43 UTC · 55m ago
SK hynix: The Cheapest Way To Own The Memory Industry
Impact · against what's priced in
The news is largely non-catalytic for SK hynix as the market has already priced in a cyclical peak and a reversion from current record margins. While secured capacity for 2027-2028 provides some visibility, it does not yet prove the structural shortage thesis that the market currently rejects.
- MU+0.00
Doesn't touch the price's assumptions
- In context
The article mentions Micron only as a valuation peer to SK hynix without providing specific updates on Micron's operations or contracts.
What MU's price assumes · Sep 9
