Winners: • SK hynix (HBM leade

Black83black

01-06

Winners:

• SK hynix (HBM leader)

• Samsung (catching up)

• Micron (strong in HBM3E)

The memory business will not disappear, but it will change structure:

From PC / phone driven → AI / data-center / edge-AI driven

Memory demand will grow faster than logic, but:

• Cyclicality remains

• Technology gaps widen

• Only top players survive long-term

Micron, SNDK +10%! Morgan Stanley $450 Target Easy to Hit?

Micron (MU) and SNDK both surged over 10%, defying broader market volatility as capital rotated back into the AI infrastructure trade. Morgan Stanley lifted Micron’s price target from $350 to $450, reiterating an Overweight rating, citing accelerating HBM4 capacity ramp as a key catalyst. SNDK’s rally reflects sustained momentum in storage and data demand, reinforcing the AI data center buildout narrative.

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