Technology / Semiconductor / Internet Research

Nicolas Baratte

Nicolas Baratte has been a financial analyst since 2000, covering the Semiconductor sector and Global Technology. Nicolas has worked on the sell-side for JPMorgan, CLSA. On the buy-side for a Tiger fund and Prudential. Nicolas has covered semiconductors, Asian hardware and components, and the Global Tech supply chain. Nicolas lives mostly in Taiwan, sometimes in France and is in New York regularly.

SK Hynix Q325. HBM, DRAM, NAND All Sold Out Through 2026

Curator's Cut: Korea's Memory Mania, Nintendo's Next Play & Airline Takeoffs

A Potential Listing of ADRs for SK Hynix Using Its Treasury Shares?

Memory Monitor: Nanya Tech Indicates DRAM Price Spike to Persist Longer; SK Hynix Relative Trade

Taiwan Tech Weekly: Mediatek Eyes US Manufacturing, 40% Global Mkt Share; Micron Earnings Take-Aways

KYEC (2449.TT): The Recent Upward Momentum in the Share Price Has Been Driven by Strong Fundamentals

Equity Bottom-Up

<ul>
<li>SK hynix reported another stunning quarter: revenue up 39% YoY, Operating Profit up 62%</li>
<li>The soft guidance for 2026 points to increasing bit growth and we know that ASP are increasing. As SK hynix says "explosive AI growth".  </li>
<li>Best 2 Memory stocks 1. SK hynix 2. Micron.  Samsung? we still need a bit more clarity on HBM3E / 4  qualifications</li>
</ul>


SK hynix reported another stunning quarter: revenue up 39% YoY, Operating Profit up 62%
The soft guidance for 2026 points to increasing bit growth and we know that ASP are increasing. As SK hynix says "explosive AI growth".  
Best 2 Memory stocks 1. SK hynix 2. Micron.  Samsung? we still need a bit more clarity on HBM3E / 4  qualifications


SK Hynix 3Q25: Another Stunning Quarter. More Upside in 2026.