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AI Servers Need HBM or NAND? 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And how do Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) benefit from these respective segments of demand?","market":"us","thumbnail":"https://resource.tradingkey.com/uploads/20260512/storage-chip-ed58a5b5582d442198508c64db979e69.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260512/storage-chip-ed58a5b5582d442198508c64db979e69.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262184605-hbm-vs-nand-ai-servers-micron-sandisk-sk-hynix-differ-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FSMD","LU0323591593.USD","LU1861215975.USD","LU1629891620.HKD","SNXX","SKDD","TTXU","LU0256863811.USD","LU0082616367.USD","SKHU","IE00BJLML261.HKD","LU2750360997.AUD","COWG","FXL","BAI","LU0642271901.SGD","JGRO","LU1267930813.SGD","LU0061475181.USD","MUYY","IE00B19Z3581.USD","SHOC","LU2458330243.SGD","SGXZ51526630.SGD","SNDK","LU0823413587.USD","IE00B19Z3B42.SGD","LU0353189763.USD","SGXZ99366536.SGD","LU0109392836.USD","LU0964807845.USD","LU0820561909.HKD","LU1861220033.SGD","LU2250418816.HKD","XLK","EFIV","IE00BSNM7G36.USD","LU0640476718.USD","LU2102340556.USD","IE00BKDWB100.SGD","BK4588","LU0859254822.USD","LU2357627491.SGD","MUU","LU0096364046.USD","WUGI","LU0210536198.USD","BK4533","LU2168564065.EUR","LU0820562030.AUD","SKHL","IE00BK4W5M84.HKD","AIS","LU0889565833.HKD","SKHYV","LU2168564222.USD","LU0792757196.USD","BK4579","LU2168564495.EUR","SKUU","LU1778281490.HKD","XNTK","CGGO","BK4554","SCHA","SOXX","BK4527","IE0034235303.USD","MUG","LU1956131251.USD","CNAV","LU0708995401.HKD","FTXL","LU0963586101.USD","LU2471134796.USD","LU2756315664.SGD","LU0320765059.SGD","IE0009356076.USD","IE000M9KFDE8.USD","LU1852331112.SGD","LU1868837136.USD","FAI","EGGY","SNDU","RULE","LU1366333091.USD","LU1989764748.USD","GB00BDT5M118.USD","LU2471134523.USD","LU2213496289.HKD","FTEC","LU1868836591.USD","SK","BK4543","SKHZ","PTF","BK4141","CHPX","LU1674673691.USD","LU1989764664.SGD","EMSF","IE0002270589.USD","LU2048586759.USD","LU0787776722.HKD","QQQG","IE00BWXC8680.SGD","SCHM","SMU00main","LU0672654240.SGD","LU2087625088.SGD","MIC","LU0056508442.USD","MU","LU0109391861.USD","BK4605","LU1720051108.HKD","CHPS","LU1914381329.SGD","LU2896262040.SGD","TMSL","SNDC","LU2168564149.EUR","LU1323610961.USD","LU0234570918.USD","IE00B7SZLL34.SGD","LU2286300806.USD","BK4553","OPTZ","LU2054465674.USD","LU0256863902.USD","LU1551013425.SGD","LU2756315318.SGD","SNDQ","LU0238689110.USD","LU1674673428.USD","LU2211815571.USD","BK4512","LU2750360641.GBP","SGXZ81514606.USD","LU0820561818.USD","TRFK","LU1145028129.USD","AIQ","LU0417517546.SGD","SNDG","LU0127658192.USD","FCUS","LU1720051017.SGD","LU2089985449.USD","FDTX","LU2063271972.USD","HYNX","LEGR","IE00B5949003.HKD","LU2023250330.USD","LU2931357623.SGD","SKHN","07709","LU1548497426.USD","LU1551013342.USD","LU0943347566.SGD","SKHQ","LU0719512351.SGD","SG9999001424.SGD","LU0823413660.USD","IETC","LU0203347892.USD","LU0157215616.USD","LU0689472784.USD","BOBP","PSI","LU0889566641.SGD","WLDR","SMH","USXF","SKHY","SOXQ","BK4585","LU2357305700.SGD","LU1267930730.SGD","SKHX","LU1868836757.USD","LU0274383776.USD","BK4575","LU0203345920.USD","MUZ","LU1280957306.USD","BK4566","IXN","LU2471134952.CNY","LU2543165471.USD","LU0823397285.USD","IE00B1XK9C88.USD","IE00BK4W5L77.USD","LU1803068979.SGD","LU2290526834.HKD","LU0097036916.USD","LU0823397103.USD","LU0081259029.USD","LU2168563687.JPY","LU2403377893.USD","LU2360106780.USD","LU0683600562.USD","LU2360107168.USD","LU2471134879.HKD","LU0054578231.USD","LU2458330169.SGD","BK4532","LU0154236417.USD","BK4170","LU0133085943.USD","LU0353189680.USD","SKHA","LU1868836914.USD","LU1316542783.SGD","AIFD","LU1868837300.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2669455844","title":"PRESS Digest-British Business - September 24","url":"https://stock-news.laohu8.com/highlight/detail?id=2669455844","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669455844?lang=en_us&edition=fundamental","pubTime":"2026-09-24 10:57","pubTimestamp":1790218638,"startTime":"0","endTime":"0","summary":"PRESS DIGEST-British Business - September 24Sept 24 (Reuters)-The following are the top stories on the business pages of British newspapers. Reuters has not verified these stories and does not vouch 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Stock Market Top 20 by Trading Volume on Sept 24: Micron Slips Over 2% as Tech Stocks Weaken, Acer CEO Warns Memory Supply Crunch May Be Short-Lived","url":"https://stock-news.laohu8.com/highlight/detail?id=1189307877","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189307877?lang=en_us&edition=fundamental","pubTime":"2026-09-24 06:53","pubTimestamp":1790204020,"startTime":"0","endTime":"0","summary":"On Wednesday, Micron Technology (third in US stock trading volume) closed down 2.22% with $23.151 billion in trades. Citi predicts Micron's stock still has room to climb before the SEMICON 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Technology Seen Insulated from Future Declines in Memory Pricing","url":"https://stock-news.laohu8.com/highlight/detail?id=2669143822","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669143822?lang=en_us&edition=fundamental","pubTime":"2026-09-24 01:42","pubTimestamp":1790185320,"startTime":"0","endTime":"0","summary":"1342 ET - The key debate regarding Micron's stock is the balance between momentum in memory technology demand and pricing and the duration of the memory shortage, according to UBS in a note. So far, it seems that the mismatch between memory supply and demand will widen in 2027. But even if open market memory prices fall by around 80% at the end of the cycle, beginning in the back half of 2028, Micron should still show strength, the analysts say. \"We think trough annualized EPS will still be HIGHER than where MU will likely guide annualized EPS next Q--a very powerful statement and one that we think the market will ultimately reward,\" they say. Micron is off 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IonQ, Royal Caribbean, Paychex, McDonald's, and More Stocks That Explain Today's Market","url":"https://stock-news.laohu8.com/highlight/detail?id=2669482499","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2669482499?lang=en_us&edition=fundamental","pubTime":"2026-09-23 23:15","pubTimestamp":1790176500,"startTime":"0","endTime":"0","summary":"Stocks fell Wednesday as investors faced uncertainty with the lack of positive news on the war in Iran and as oil prices moved higher.IonQ gained 6.6% after the company said its latest quantum 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