Expert Call | HBF Architecture, Applications and Technical Milestones
HBF is being positioned as a high-capacity inference-memory tier alongside HBM, with SanDisk, SK Hynix, Kioxia and Samsung pursuing…
KRX
SK Hynix Inc
000660
11 stories
$699B Market cap · 2026-10-16
Korea’s Trillion-Dollar Sovereign AI Investment: Nvidia Wins, Hynix Loses
South Korea’s sovereign AI push channels GPU spending to Nvidia while domestic-model ambitions risk conflicting with Samsung and SK Hynix…
How Custom Base Die Drives HBM Bandwidth, and Who Stands to Benefit
Custom logic-node base dies are shifting HBM competition from stack height to per-pin bandwidth, favoring high-speed PHY designers over…
Investing in the Age of AI: Too Late or only the Beginning?
AI beneficiaries Nvidia, TSMC, Alphabet, Amazon and SK hynix delivered sharply higher earnings alongside share gains, keeping forward…
000660 2026-08-28 SK Hynix: Higher Revenue Than Micron, Cheaper Than Micron (Initiating Buy)
SK Hynix posted record quarterly revenue of 79.32 trillion won and a 76% operating margin, while trading below Micron on forward sales and…
Prakhar Agarwal, CFA 4 clicks
Hot Chips 2026: Tuning into Memory Vibes
Micron, Samsung and SK Hynix set out HBM roadmaps at Hot Chips, with Samsung targeting custom logic base dies and HBM5 at 60GB and 6TB/s.
The AI Trade Burned Down: Let Round 2 Begin
Situational Awareness's leveraged AI fund helped trigger a memory-stock unwind after SK Hynix missed elevated expectations, exposing…
THE MEMORY MACHINE
Samsung, SK Hynix and Micron face an antitrust suit alleging coordinated memory supply cuts drove contract prices up 697% since late 2024…
What I’m Doing in This Market Correction
AI semiconductor stocks sold off as Meta’s planned compute business revived overcapacity fears, sending SOXX down 13% in two sessions and…
Micron's Blowout and the Case for a Memory Supercycle
Micron's $41.5 billion fiscal Q3 revenue and 84.9% gross margin fuel a memory supercycle case, with AI-driven DRAM and NAND shortages…
HBM: High-Bandwidth Mistake
HBM’s economic, thermal and power costs will drive a 90% volume drop from peak within 7-10 years, while DRAM stocks remain cyclical.
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