bullish

SK Hynix

Why HBM is the Hottest Thing in Memory

624 Views04 Mar 2024 10:11
How a new memory technology is transforming the industry. Investing in semiconductors can be pretty simple if you let it be.
Boomeranged on Fri, 22 Mar 2024 01:38
Micron's earnings is just a rehash of what I already talked about. Memory pricing increase is driven by HBM shifting the mix of investment there, increasing price because supply growth is much lower than expected. All the reports on SK today are literally rehashing the dynamic I already talked about 2 weeks ago.
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, 12-minute read)
Discussions
(Paid Plans Only)
chart-bar
Logo
Rising
Fabricated Knowledge
Equity Long-Short, Semiconductors
Information Technology & Consumer DiscretionaryThematic (Sector/Industry)Equity Bottom-Up
Price Chart(Sign Up to Access)
analytics-chart
x