Investors often group all memory companies together because history tells us memory is cyclical and commoditized. But AI may be creating a new category within memory itself. HBM is not standard DRAM competing purely on price. It requires advanced packaging, manufacturing expertise and years of customer qualification. Those barriers create a moat that many investors may be underestimating. The market once valued cloud companies differently from traditional software companies because their economics were different. Perhaps AI memory leaders deserve a different valuation framework from traditional memory businesses as well. Bullish on SK Hynix.
# SK Hynix Files for US Listing: Reprice or Bubble for HBM Sector?

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.

Report

Comment

  • Top
  • Latest
empty
No comments yet