RAM is trading at $10.39 (+4.11%) as SK Hynix restarts investment in its Dalian NAND facility.

  • The restart could potentially increase local capacity by 50%, supporting confidence in AI-driven memory demand.
  • It also appears to reverse recent selling tied to SanDisk’s cautious fiscal-Q1 2027 revenue outlook, which pressured memory stocks despite continued strong AI-storage demand.
  • Broader equities are mixed, so the rebound is primarily sector-specific rather than market-wide.