AI’s memory race is heating up, with SK Hynix dominating high-bandwidth memory (HBM) — the fast, stacked memory AI chips crave. Micron’s surging into second place, nearly sold out, and offers a more accessible bet for U.S. investors thanks to its broader memory lineup. Sandisk’s playing a different game, thriving on NAND flash storage demand fueled by AI’s data hunger. While SK Hynix leads in the most valuable segment, the market’s cyclical nature means all three could shift — investors should watch supply, demand, and volatility closely.

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