Every month we host a Stock Battle on our X page between two competing companies. Which one is the favorite of our followers? And which one do we believe has the stronger fundamentals?
This round: Micron vs SK hynix — two companies powering the AI memory era 🤖💾
Both sit at the center of the memory market, building the chips that power today’s AI revolution. Memory demand has exploded over the past year, and stock prices reflect it, with both up 300% YoY 📈
Which of the two stands out as the stronger, higher-quality business? 🏆
Micron and SK hynix are two dominant players in the global memory industry. Samsung is the third key player.
Micron is an American company, founded in 1978, and has long focused on both DRAM and NAND. It sells memory chips to a wide range of markets, from PCs and smartphones to data centers and cars. Micron designs and produces its own chips and has recently increased its focus on High Bandwidth Memory (HBM), the type of memory used in AI servers. A meaningful part of its revenue still comes from more traditional memory markets.
SK hynix is a South Korean company, founded in 1983, and runs a very similar business. The key difference today is its stronger position in advanced HBM. SK hynix supplies a large share of the latest HBM chips used in AI accelerators, making it an important supplier in the AI build-out. Like Micron, it also sells DRAM and NAND to a broad range of end markets.
We asked our followers to choose their long-term winner and one company clearly came out on top:
With 71% of the votes, you crowned Micron as the winner of this stock battle! 👑
Curious which company we believe has the stronger fundamentals, and how they score on our 0–100 Fundamental Scoring Model?
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Micron and SK hynix are both at the center of the AI memory cycle, but which company has the stronger fundamentals?
In our fundamental framework, we look at three key areas:
1️⃣ Management
2️⃣ Market
3️⃣ Financial strength & growth
Let’s start with management 👇