HBM bit back! Will this push Hynix down to the floor? Is there still a chance to climb back up?
Why are semiconductors all falling? If you don’t want to get liquidated, come take a look!
$SKHYNIX SK Hynix Q2 DRAM revenue surged 37.9% quarter-over-quarter to $38.59 billion, but market share has crashed from 28.8% to 24.9%!
Why? The news is clearly written: HBM has become too large a share, squeezing ordinary DRAM production capacity, along with Samsung’s counterattack on output. Samsung is currently leading at 39.4%, while Micron trails close behind at 23.3%—the gap is only 1.6 percentage points.
The Great Sage’s trading advice: Aggressive fans go short at the current price; enter a short around 1310.
The Great Sage’s view: This news is similar to Nvidia’s—good news is already priced in, so it turns into bad news; HBM is eating into traditional capacity.
If you want to know the next trading update, follow me right away and join my chat room!#AnthropicCEO呼吁放缓AI发展
Why are semiconductors all falling? If you don’t want to get liquidated, come take a look!
$SKHYNIX SK Hynix Q2 DRAM revenue surged 37.9% quarter-over-quarter to $38.59 billion, but market share has crashed from 28.8% to 24.9%!
Why? The news is clearly written: HBM has become too large a share, squeezing ordinary DRAM production capacity, along with Samsung’s counterattack on output. Samsung is currently leading at 39.4%, while Micron trails close behind at 23.3%—the gap is only 1.6 percentage points.
The Great Sage’s trading advice: Aggressive fans go short at the current price; enter a short around 1310.
The Great Sage’s view: This news is similar to Nvidia’s—good news is already priced in, so it turns into bad news; HBM is eating into traditional capacity.
If you want to know the next trading update, follow me right away and join my chat room!#AnthropicCEO呼吁放缓AI发展
