Bullish or Bearish?
Bullish feels like the default setting . Not because of hype but because of momentum. Every AI server, every LLM cluster, every hyperscaler expansion needs memory chips.
SK Hynix is currently the undisputed leader in High Bandwidth Memory (HBM) with 58% of the market share while $Micron Technology(MU)$ & Samsung are tied for 2nd place at 21% each.
SK Hynix has its commanding lead by virtue of its first mover advantage. Its proprietary Advanced MR-MUF packaging technology solved severe heat issues early on, making it the exclusive primary choice for $NVIDIA(NVDA)$ top tier AI graphics cards.
SK Hynix's debut in Nasdaq on July 10 will be an exciting opportunity for keen investors like me.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- Cory2Β·07-03TOPThanks for the article - I was unaware of these details?!1Report
- nicinΒ·00:32TOPthis is true. But USA may protect the small one.1Report