SK Hynix and SanDisk are pushi

SK Hynix and SanDisk are pushing High Bandwidth Flash (HBF) standardization under OCP — a move that could reshape AI memory infrastructure.

🔹 SK Hynix already dominates HBM supply for AI chips. If HBM demand keeps exploding, memory players could see strong upside from supply tightness and pricing power.

🔹 SanDisk (SNDK) is positioning early in next-gen high-bandwidth storage — higher risk, higher potential.

🔹 Nvidia still controls the AI ecosystem. But as AI scales, value may shift upstream to memory suppliers.

📌 Nvidia = ecosystem + platform dominance

📌 SK Hynix = picks & shovels (HBM leader)

📌 SNDK = emerging bet on HBF standardization

MU and SNDK Plunge: Time to Buy or Wait Before Micron Earnings?

TrendForce: First-quarter NAND Flash price estimates raised, with a sequential increase of 85–90%. Micron is about to release its earnings report—can storage stocks climb further? Will the storage chip “supercycle” extend into 2027 due to the proliferation of AI smartphones and PCs?

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