SK Hynix and Samsung Have a $2 Trillion Warning for Micron Stock Investors. Is This a Signal to Sell?

SK Hynix and Samsung pledged $2 trillion to add new memory capacity to relieve the current memory chip shortage amid strong demand. The scale of capex signals supply expansion likely to impact DRAM/NAND pricing dynamics and sector sentiment over the next 1-3 years.

Analysis

SK Hynix and Samsung pledged $2 trillion to add new memory capacity to relieve the current memory chip shortage amid strong demand. The scale of capex signals supply expansion likely to impact DRAM/NAND pricing dynamics and sector sentiment over the next 1-3 years.