Sold Out Until 2029: The AI Boom Finds Its New Winners!
Reading Time: 4 minutes
Since the end of June, chip stocks have primarily known one direction: downward. Financing problems at data centers and canceled IPOs have fueled concerns about an AI bubble. Now, a memory manufacturer from South Korea provides the strongest counterargument and shows who currently dominates the AI boom. Memory Chips: The New Bottleneck - SK Hynix has multiplied its operating profit in the third quarter to 83.3 trillion won, approximately 62.5 billion USD, exceeding expectations by more than 7%. Even more importantly is the forward-looking view:...
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