Micron makes memory chips that could face more Chinese competition. The article also says AI demand may keep supply tight, so it does not point clearly one way for Micron.
The concern matters because Micron sells memory chips that could face more Chinese competition. But the article also cites an analyst who expects AI demand to keep memory supplies tight through 2027 or 2028. The design’s reach and timing are uncertain, so these facts do not point clearly one way for Micron.
SanDisk mainly makes flash-storage chips. The article says Chinese competition depends on which products can be made well, and NAND could become a bottleneck, so it does not point clearly one way for SanDisk.
SK Hynix makes memory chips that could face more Chinese competition. The article also says AI demand may keep supply tight, so it does not point clearly one way for SK Hynix.
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