Slicast
Wednesday, September 23, 2026
DarkSubscribe
Slicast
AI Infrastructure · News & Analysis
Home › Chips & Hardware › Report
Chips & Hardware · Report

Micron shares decline 13.6% following SK Hynix announcement of HBM production expansion and plans for US listing.

Memory supply competition intensifies as SK Hynix accelerates HBM capacity, threatening Micron's margin leadership in the AI boom.
Trade pressSlicast · June 24, 2026 at 16:22 UTC · US · Source: SSBCrack
importance 66
Read the original
Companies in this story
SK Hynix
MicronCapex history →
In-depth analysis
CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
Related reports
Chips & HardwareSK Hynix files to raise up to $29.65 billion through historic Nasdaq ADR listing, with all proceeds directed to advanced AI memory fabs and EUV tool procurement.2026-06-25Chips & HardwareSK Hynix targets $29.65B in Nasdaq IPO, bringing HBM (high-bandwidth memory) supplier crucial to AI infrastructure to US public markets2026-06-24Chips & HardwareMicron forecasts stronger revenue driven by AI demand while high-bandwidth memory (HBM) supply remains critically strained across the industry.2026-06-25Chips & HardwareMicron forecasts HBM4E mass production ramp beginning 2H 2027; HBM4 12-layer version climbing production at 2x pace of HBM3E.2026-06-25Chips & HardwareMicron revenue quadruples and stock surges as AI-driven HBM shortage creates acute supply bottleneck, pushing vendor margins to record levels and establishing Micron as memory profitability leader.2026-06-25
Micron shares decline 13.6% following SK Hynix… · Slicast