Micron Stock Trails Peers as Nvidia and SK Hynix Advance
3 sourcesUpdated Sep 9, 20261 min read
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No left coverage yet — a bubble gap.
I would rather add to SK Hynix than Micron right now since the gap in execution is getting wider.
Nvidia keeps pulling away on the strength of its GPUs while Micron looks stuck on older process nodes.
Micron has fallen behind because it was slower than SK Hynix to scale high-bandwidth memory for AI servers.