The HBM Bet continues
P/E ratio of only 5!
Significant capacity expansions are not expected until 2027/2028!
Reading Time: 2 minutes
SK hynix is currently taking on an unusual role for memory manufacturers. While standard DRAM is often considered interchangeable mass-produced goods, High Bandwidth Memory (HBM) has developed into a critical bottleneck for AI infrastructure. With a market share of around 60% and full capacity utilization expected until the end of 2026, the company currently controls access to this key component. I am invested here because the fundamental developments of recent months have hardly caught up with the valuation so far: Despite the price increase,...
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