SK하이닉스 美 상장, 마이크론 주가 부담 요인되나

SK Hynix's upcoming US listing could redirect investor capital from Micron due to lower valuation multiples, raising questions about Micron's premium positioning. As the only major DRAM manufacturer listed on the world's largest stock exchange, Micron currently commands higher valuations despite lagging SK Hynix in HBM technology, where SK Hynix controls 57% of global market share. The situation reveals how market structure and investor accessibility can impact valuations independently of fundamental competitive strength.