The memory cycle is looking quite extreme on the margin side. Q2 estimates point to around 91% DRAM gross margins, which really shows how tight supply conditions are in this AI-driven storage cycle.
With the upcoming Nasdaq listing under $SK hynix(SKHY)$ , it provides a more direct access point for investors to the global memory trade, alongside existing exposure through MU.
The key point isn't just the listing, but the timing—it's happening while DRAM pricing power is accelerating and AI infrastructure demand is still expanding. Memory is no longer a lagging segment in semis; it's becoming a core leverage point in the AI stack.
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