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Micron sheds 30% on China chip fears but analysts affirm its high-bandwidth memory lead remains secure over SK Hynix.
Micron's HBM position remains defensible; the sell-off likely reflects portfolio rotation from memory cyclicals rather than competitive loss of position.
Trade pressSlicast · July 30, 2026 · US · Source: Google News
importance 72Micron sheds 30% on China chip fears but analysts affirm its high-bandwidth memory lead remains secure over SK Hynix.
Micron's HBM position remains defensible; the sell-off likely reflects portfolio rotation from memory cyclicals rather than competitive loss of position.