SK Hynix makes a major move with a $38.4 billion expansion of wafer production, focusing on AI-server HBM and high-end DRAM.
Overseas cloud capital continues to increase support, and with storage staying tightly balanced, the short-term situation won’t loosen.
A-shares in packaging and testing, semiconductor equipment, and upstream consumables will benefit fully, as the logic behind domestic substitution keeps strengthening.
Big companies keep adding to their budgets; as budgets rise, the supply chain can secure more orders, and upside potential will increase.
#海力士
Overseas cloud capital continues to increase support, and with storage staying tightly balanced, the short-term situation won’t loosen.
A-shares in packaging and testing, semiconductor equipment, and upstream consumables will benefit fully, as the logic behind domestic substitution keeps strengthening.
Big companies keep adding to their budgets; as budgets rise, the supply chain can secure more orders, and upside potential will increase.
#海力士