What position can you all-in on for SK Hynix? What’s the outlook? An analysis from Fish Brother’s perspective! SK Hynix goes straight all-in on AI memory!
The global HBM leader SK Hynix just announced that it will invest 54.3 trillion won, about 38.4 billion U.S. dollars, into two new fabs in Yongin and Cheongju, South Korea. The Yongin campus completion date has been significantly moved up from 2045 to 2033, with a focus on HBM and next-generation DRAM. Rumors about selling the Chongqing plant were also addressed by the company, which said it is evaluating various options to expand packaging capacity, but no final decision has been made yet.
What level is this company at now? Its global HBM market share exceeds 55%. The core memory for AI graphics cards is almost monopolized by it and a few other companies. In Q2 2026, profits soared more than fivefold, and profit margins once reached 76%. As AI large models keep running more intensely, memory has shifted from a supporting role to a compute bottleneck. SK Hynix’s expansion at this scale is essentially locking in high-end capacity for the next few years in advance.
Upstream equipment, wafers, and materials have already started rising with it, and the entire semiconductor chain is being pulled along. The real AI shovels are still digging faster. I’ll keep syncing related opportunities and real-time positions in the chatroom later. If you want to keep up, just come in directly.
$SNDK $SKHYNIX $TUT #韩国批准修法收紧加密交易所监管 #贝莱德加拿大推出比特币关联ETF
The global HBM leader SK Hynix just announced that it will invest 54.3 trillion won, about 38.4 billion U.S. dollars, into two new fabs in Yongin and Cheongju, South Korea. The Yongin campus completion date has been significantly moved up from 2045 to 2033, with a focus on HBM and next-generation DRAM. Rumors about selling the Chongqing plant were also addressed by the company, which said it is evaluating various options to expand packaging capacity, but no final decision has been made yet.
What level is this company at now? Its global HBM market share exceeds 55%. The core memory for AI graphics cards is almost monopolized by it and a few other companies. In Q2 2026, profits soared more than fivefold, and profit margins once reached 76%. As AI large models keep running more intensely, memory has shifted from a supporting role to a compute bottleneck. SK Hynix’s expansion at this scale is essentially locking in high-end capacity for the next few years in advance.
Upstream equipment, wafers, and materials have already started rising with it, and the entire semiconductor chain is being pulled along. The real AI shovels are still digging faster. I’ll keep syncing related opportunities and real-time positions in the chatroom later. If you want to keep up, just come in directly.
$SNDK $SKHYNIX $TUT #韩国批准修法收紧加密交易所监管 #贝莱德加拿大推出比特币关联ETF