Search or
𝛼SK
𝛼SKbullish
HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That
725 Views24 Jun 2025 15:19
TSMC and SK Hynix expect AI/HBM revenues to double by 2025. Investors overlook HBM's potential due to misconceptions about its cyclical nature.
What is covered in the Full Insight:
- Introduction to HBM and Industry Overview
- Technological Challenges in HBM Manufacturing
- Market Growth and Revenue Expectations
- Competitive Landscape: Nvidia, AMD, Micron, SK Hynix
- Investment Opportunities and Risks in HBM
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 8-minute read)
Related Insights
More »- Lucror Analytics - Morning Views Asia
- Yeouido Views Grow: Hynix’s Contract Risks & Samsung Supply Push Drive Long-Short Play Through 1H26
- Inside Samsung’s HBM3E Chicken Game
- Memory Monitor: SK Hynix Vs. Micron -- Different Speeds & Focus, Same Structural Shift
- SK Hynix: Good 2Q, Positive Messages but No 2026 Guidance Means that Market’s Doubts Will Remain
Trending Collections
More »Trending Insights
More »Top Unpaywalled Insights
More »- CNMC Goldmine - CNMC’s 1HFY25 Earnings Outshine FY24
- ISOTeam Ltd - Short-Term Miss, Long-Term Momentum
- Curator's Cut: Arbs Go A-H, Copper Plays & China's Property Pulse
- Overview #33 Ignore the Noise, Follow the Money: China’s Next Leg Higher
- Tencent's Uzbekistan Bet: The Beginning Of "Digital Silk Road"?
Discussions
(Paid Plans Only)
Top Quartile
Nicolas Baratte
Technology / Semiconductor / Internet Research
Price Chart(Sign Up to Access)
- Taiwan Tech Weekly: Has Samsung Given Up Chasing TSMC?; Xiaomi Tesla-Killer EV Using Key TSMC Chips01 Jul 2025
- Coatue Doubles Down On An AI Supercycle @ EMW 202525 Jun 2025
- Taiwan Tech Weekly: 1.4nm Slips from Samsung’s Grip? Why Intel May Be TSMCs Sole Next Gen Competitor25 Jun 2025
- HBM Should Be as Attractive an Investment as Nvidia or TSMC but the Stocks Don’t Show That24 Jun 2025
- SK Hynix, Micron HBM4 Qualification by Nvidia Is Done. Samsung Still Failing to Qualify with Nvidia15 Jun 2025
- Samsung Still in the Woods, SK Hynix Still Ahead. China Semi News (Huawei)30 May 2025
x