If you only think about getting on board now to build up storage positions, I wouldn’t prioritize buying Hynix—the company with the strongest fundamentals.

The reason is simple: Hynix’s advantage is in HBM, but the market has already priced in sufficiently high expectations for it; Samsung’s business is too mixed, and storage price increases don’t pass through to overall profits as cleanly.
Micron has its share of problems—its HBM share is lagging, and overall, volatility is also higher.
But it has the edge of simpler logic: a domestic U.S. memory leader—both DRAM and NAND price hikes can directly benefit it. At this point in the memory cycle, what you’re buying isn’t just whether the company is good or not—it’s the expectation gap and the odds.
If you want industry certainty, I choose Hynix.
If you want resilience after a pullback, I’ll watch Micron.
In one sentence: choose Hynix for its industry position; choose Micron for trading odds.