🇰🇷 SK HYNIX
SK Hynix posts record quarterly revenue above 100 trillion won as AI memory demand surges
💡 Why it matters: The company says memory demand will outrun supply through 2030, with DRAM and HBM sold out through 2029. That suggests AI spending is still going strong, which could support chipmakers and South Korean stocks.
📊 Impact: $NVDA ▲ · $MU ▲ · $KOSPI ▲
✅ Winners: Chipmakers, memory producers, Nvidia, South Korean stocks
⚠️ Losers: AI firms facing higher memory and chip costs
#AI #Stocks
SK Hynix posts record quarterly revenue above 100 trillion won as AI memory demand surges
💡 Why it matters: The company says memory demand will outrun supply through 2030, with DRAM and HBM sold out through 2029. That suggests AI spending is still going strong, which could support chipmakers and South Korean stocks.
📊 Impact: $NVDA ▲ · $MU ▲ · $KOSPI ▲
✅ Winners: Chipmakers, memory producers, Nvidia, South Korean stocks
⚠️ Losers: AI firms facing higher memory and chip costs
#AI #Stocks
