Micron and other chip stocks feel the pain of imported volatility — blame SK Hynix
THE SO WHAT
Memory is reminding operators that AI infra is not a single trade — SK Hynix’s 18‑year worst day is dragging peers despite very different balance sheets and exposure. If your roadmap assumes “AI chips” as a monolith, separate logic, HBM, and NAND cycles in your risk models.
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