SK Hynix reported third-quarter sales up 328% to $78.9 billion and operating profit up 632% to $62.3 billion, and said memory orders now exceed its supply for the next three years. The company expects demand to outpace supply through 2030, a view the article contrasts with analyst estimates that shortages could ease from 2028. Micron, whose fiscal fourth-quarter 2026 sales rose 379% to $54.2 billion and EPS jumped 811% to $75.52, could benefit from this trend as tech giants are estimated to spend $1.3 trillion on AI infrastructure in 2027. SK Hynix and Micron hold about 25% and 24% of the global DRAM market, according to Counterpoint Research. Since Micron's shares have surged 1,400% over three years, the article suggests investors review how much of their portfolio is in memory stocks.
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