SK Hynix – my analysis has sparked interest
Over 20% price increase in three weeks – the investment thesis is confirmed.
HBM market is expected to grow by about 30% annually according to SK Hynix by 2030.
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Three weeks ago, I highlighted that SK Hynix, with its favorable P/E ratio, leading position in HBM4, and technological depth, is one of the most exciting growth stories. The now confirmed OpenAI deal underlines this: For the "Stargate" project, a demand of up to 900,000 DRAM wafers per month is circulating – a dimension that impressively demonstrates the importance of high-performance memory in AI infrastructure. The recent rally is therefore less coincidence than an expression of a re-evaluation: Memory chips are no longer interchangeable commodities...
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