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• Michael Burry shorts AI chip stocks such as SK Hynix and Micron in July 2026 1) Market skeptic Michael Burry shorts AI chip stocks such as SK Hynix and Micron in July 2026 MICHAEL On Micron specifically, his case is simple. blog.naver.com · 2026.07.04
• CXMT, 글로벌 DRAM 시장 점유율 두 자릿수... 삼전·SK·마이크론 위협하는 중국 메모리 간단 브리핑 이 글은 Stocktwits의 "Micron, Samsung, SK Hynix suffer drop in DRAM market share as China’s CXMT pulls blog.naver.com · 2026.09.03
• SK Hynix 'Falls' as Technology Keeps Up to Demand After Peaking Market Share in AI Memory,Last Year SK Hynix 'Falls' as Technology Keeps Up to Demand After Peaking Market Share in AI Memory Chip Boom Last as technology began to catch up with demand, subsequently being replaced by Micron. blog.naver.com · 2026.07.30
• Stocks end higher as chip names extend gains, Trump says Iran wants to make a deal While stocks in the sector gained ground, they closed off their best levels. Micron Technology closed up 4.4%, Advanced Micro Devices gained....... blog.naver.com · 2026.07.09
• 외신이 본 한국과 주요 뉴스(260724) SK하이닉스 및 마이크론, 2026년 HBM 생산 물량 100% 완판 https://www.tastylive.com/news-insights/micron-earnings-preview-the-new-trillion-dollar-chip-stock 21% 감소 - 사상 최대 매출에도 부진 https://www.thehindubusinessline.com/companies/hyundai-motor-reports-21-drop-in-q2 blog.naver.com · 2026.07.23
• 달라진 주가 흐름과 메모리 가격 하락 헷징에 나선 CoreWeave 어제 미국 증시 주요 기업들의 주가 흐름 메모리 반도체 및 스토리지 * Micron: -8.0% * SanDisk: -8.1% * SK하이닉스 ADR: -9.0% * Western CoreWeave: -3.5% * Nebius: +2.8% * IREN: -0.8% * Applied Digital: +2.0% AI cloud provider CoreWeave is in blog.naver.com · 2026.07.15
• SpaceX and SanDisk among market cap stock movers on Monday Monday’s market has seen swings in various stocks based on news and other factors. Tech (MU); Micron partners with Anthropic on AI infrastructure, supply deal; +4.72% AbbVie Inc (ABBV blog.naver.com · 2026.06.23
• in HBM. Half the valuation of Micron. SK Hynix is heading to Wall Street — and here's why. SK Hynix has officially kicked off its U.S. ADR listing process, distributing RFPs to major foreign investment banks to select an underwriter. A new share issua blog.naver.com · 2026.03.24
• ASML Holding NV PT Raised to EUR2,000 at Goldman Sachs for Memory continues to outstrip supply, and recent datapoints suggest increased capex investments in For example, Micron at its recent 3QFY26 results stated that it expects capex investment of c.$10bn in blog.naver.com · 2026.07.02
• Micron is looking to end the memory industry's boom-bust cycle. "We feel like we have a transformation of our business that is happening in front of our eyes, and it's "These customer agreements are very different [from] the agreements we have done in the past. blog.naver.com · 2026.06.25

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• Micron Technology 약 2.6만 명의 구독자를 보유한 Micron Technology의 유튜브. 약 470 개의 동영상이 있습니다. We are an industry leader in innovative memory and storage solutions, transforming... www.youtube.com · 2026.09.11

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