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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 25, 2026 · US · Source: Google News
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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.

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In-depth analysis
CommentaryHBM Lead Vaults SK Hynix Past Samsung as South Korea's Most Valuable Listed CompanyCommentaryMicron Signs Co-Design Agreement with Anthropic as HBM Scarcity Reshapes Memory Industry Economics
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Micron shares decline 13.6% following SK Hynix… · Slicast