The article argues that Micron's stock, up about 350% over the past year on strong memory chip demand, could be matched by three alternative memory stocks. SK Hynix posted Q2 revenue of 79.3 trillion Korean won (about $54.9 billion), up 257% year over year and 51% sequentially, compared with Micron's 31% sequential growth. Sandisk recorded 51% sequential growth in its fourth-quarter fiscal 2026 results and guided first-quarter fiscal 2027 revenue as high as $10.8 billion, or 20.4% sequential growth, with earnings due at the end of October. Astera Labs, a smaller company focused on rack-scale AI infrastructure, more than doubled its Q2 sales year over year and guided third-quarter fiscal 2026 sales to a $550 million midpoint, a 40.2% sequential increase, even though its shares have fallen more than 40% from their high.
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