$Micron Technology(MU)$ $SK hy

$Micron Technology(MU)$ $SK hynix(SKHY)$ DRAM.XEvery time the market talks about ASIC growth, the other side of the equation tends to get overlooked: HBM.

More AI accelerators mean more demand for HBM. Each new generation increases cube counts, and HBM already requires significantly more wafers per bit compared to traditional memory. Higher stacks just amplify the pressure on supply.

The market is still underestimating how big this memory cycle could become over the next 5 years.

The 2027 ASIC boom may end up being one of the biggest memory demand catalysts.

Patience will matter.

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