From Cyclical to Supercyclical Thanks to AI
SK Hynix is becoming the structural winner of the AI era!
SK Hynix is making big moves in the AI boom with HBM4
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The storage industry has been brutally cyclical for decades: Overcapacities regularly pushed prices down. However, with the explosion in demand for AI accelerators, a storage chip supercycle is emerging that mitigates fluctuations. The oligopoly of Samsung, SK Hynix, and Micron deliberately keeps supply tight – a structural advantage. With a P/E ratio of around 7, SK Hynix appears significantly cheaper than many tech peers. The goal is ambitious: With HBM4, SK Hynix aims to solidify its technological leadership and expand its market share in the...
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