Yang Yige: Micron Overtakes SK Hynix on the "Legacy DRAM Price Surge," but the Real Test Lies in HBM4E - BigGo Finance

Analyst Yang Yige argues that Micron has moved ahead of SK Hynix on the back of rising legacy DRAM prices, while the longer-term test will be HBM4E. For buyers, it suggests that older-generation memory, the category that includes DDR4, is carrying real pricing strength and shaping supplier fortunes, not just serving as a fading product line. It also shows that supplier positioning is split: legacy DRAM is driving near-term momentum, while HBM4E will shape competitive standing in AI infrastructure. If you're maintaining existing server fleets or planning refreshes, it's worth locking in sourcing plans early rather than assuming legacy supply will stay easy to find. Our live inventory and quote requests can help you see what's available right now.