SK Hynix's pure play focus on HBM & its partnership with NVIDIA allowed it to overtake Samsung to become South Korea's most valuable company.
Which one has the most potential to grow?
While all 3 stocks continue to profit enormously from a HBM market projected to hit USD 100 billion by 2027, analysts point to Micron as having the highest growth velocity.
Being the only US based company among the 3, Micron has unfettered access to massive pools of American Institutional funds.
Micron 's latest financial report showed a big non GAAP gross margin of 84.9%. This is fueled by the fact that their HBMs are completely sold out through 2027. Micron also holds immense pricing power over the hyperscalers.
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