SK Hynix just dropped a monster quarter:
₩104.62T revenue (record)
₩83.33T operating profit (+632% YoY)
DRAM & HBM chips SOLD OUT through 2029
Stock ripped 9% on the news.
AI demand isn't slowing down. The picks-and-shovels plays are printing. If you're not watching the hardware layer, you're missing half the trade.
Chip suppliers are the real winners in this AI gold rush.
₩104.62T revenue (record)
₩83.33T operating profit (+632% YoY)
DRAM & HBM chips SOLD OUT through 2029
Stock ripped 9% on the news.
AI demand isn't slowing down. The picks-and-shovels plays are printing. If you're not watching the hardware layer, you're missing half the trade.
Chip suppliers are the real winners in this AI gold rush.
