Memory 4-Way: SK +42% vs Micron +6%, Who Wins?
·
Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.
#Memory Semiconductors
2 posts
SanDisk Looks 'Expensive' at $1,588 (But Isn't?)
The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.