Bullish on SK Hynix. HMB is becoming what GPUs were in 2023. A few years ago, many investors thought GPUs were just another semiconductor segment. AI changed that perception completely. HBM may be going through a similar transformation today. Training larger models and running inference at scale require enormous memory bandwidth, and that makes HBM less of a commodity and more of a strategic technology. The company that controls the bottleneck often captures the profits, and right now SK Hynix appears to hold the strongest position. The ADR listing is important because it allows global investors easier access to a company that many previously could only buy through Korean markets or ETFs. Yes, valuation risk exists, and yes, memory remains cyclical, but if AI infrastructure spending remains strong for another three to five years, investors may eventually look back and realize they were still valuing SK Hynix like an old memory company instead of an AI infrastructure leader. @AhGong Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
