Bullish on SK Hynix. The AI conversation has been dominated by compute, but compute without memory is like a sports car stuck in traffic. Every new generation of AI models requires more parameters, larger datasets and faster inference speeds, all of which increase demand for advanced memory solutions. If GPUs are the brains of AI systems, HBM is the nervous system connecting everything together. Investors underestimated GPUs before, and I believe many are underestimating memory today. The ADR listing could be a turning point because it introduces SK Hynix to a much broader investor audience. The question is no longer whether AI needs more memory, but whether suppliers can produce enough of it fast enough. @deal2deal 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.
