#TradFi晒单
SK hynix is bullish. Leading share in the HBM market, ramping HBM4 into mass production, deeply tied to top-tier AI customers, and long-term contract orders lock in revenue. The traditional DRAM and NAND industries are controlling supply to raise prices, restoring cyclical profitability, with ample cash reserves and buyback potential. AI Agents drive incremental demand for server storage. Be mindful of risks that oversupply expansion in memory and downstream demand falling short of expectations could trigger a correction.
SK hynix is bullish. Leading share in the HBM market, ramping HBM4 into mass production, deeply tied to top-tier AI customers, and long-term contract orders lock in revenue. The traditional DRAM and NAND industries are controlling supply to raise prices, restoring cyclical profitability, with ample cash reserves and buyback potential. AI Agents drive incremental demand for server storage. Be mindful of risks that oversupply expansion in memory and downstream demand falling short of expectations could trigger a correction.