$SK海力士(SKHY)$The DRAM market i

Like
Comment
Favorite

$SK海力士(SKHY)$The DRAM market isn't competitive. It's concentrated.
For every $10 spent on DRAM globally, almost $9 goes to just three companies.
◼️ Samsung
◼️ SK hynix
◼️ Micron
Together, they control 89.7% of industry revenue.
The biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge.
The question isn't whether DRAM demand will grow.
It's whether anyone can break the dominance of the industry's Big Three.

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

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":591072400630192,"tweetId":"591072400630192","gmtCreate":1785301435051,"gmtModify":1785301440303,"author":{"id":4233991095968972,"idStr":"4233991095968972","authorId":4233991095968972,"authorIdStr":"4233991095968972","name":"NicoleWong","avatar":"https://community-static.tradeup.com/news/76c8733394ac97a635e5084a49fa8136","vip":2,"userType":2,"introduction":"現職Leverage Shares槓桿ETF投資策略部副總裁, 前外資渦輪衍生產品銷售。目前專注美股分析。","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/d74dcc2cd4f8a347d0fe15c68026c85f","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":142,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://community-static.tradeup.com/news/8c975ced8057b6e995b44018d1ca1820","width":"1080","height":"1350"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/8c975ced8057b6e995b44018d1ca1820","width":"1080","height":"1350"}],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a>The DRAM market isn't competitive. It's concentrated.\n \nFor every $10 spent on DRAM globally, almost $9 goes to just three companies.\n \n◼️ Samsung\n \n◼️ SK hynix\n \n◼️ Micron\n \nTogether, they control 89.7% of industry revenue.\n \nThe biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge.\n \nThe question isn't whether DRAM demand will grow.\n \nIt's whether anyone can break the dominance of the industry's Big Three.<img src=\"https://community-static.tradeup.com/news/8c975ced8057b6e995b44018d1ca1820\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/SKHY\">$SK海力士(SKHY)$</a>The DRAM market isn't competitive. It's concentrated.\n \nFor every $10 spent on DRAM globally, almost $9 goes to just three companies.\n \n◼️ Samsung\n \n◼️ SK hynix\n \n◼️ Micron\n \nTogether, they control 89.7% of industry revenue.\n \nThe biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge.\n \nThe question isn't whether DRAM demand will grow.\n \nIt's whether anyone can break the dominance of the industry's Big Three.<img src=\"https://community-static.tradeup.com/news/8c975ced8057b6e995b44018d1ca1820\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","text":"$SK海力士(SKHY)$The DRAM market isn't competitive. It's concentrated. For every $10 spent on DRAM globally, almost $9 goes to just three companies. ◼️ Samsung ◼️ SK hynix ◼️ Micron Together, they control 89.7% of industry revenue. The biggest story beneath the surface? China's CXMT has grown to 7.6% of the market - a reminder that the competitive landscape is slowly evolving as demand for AI memory continues to surge. The question isn't whether DRAM demand will grow. It's whether anyone can break the dominance of the industry's Big Three.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/591072400630192","repostId":0,"isVote":1,"tweetType":1,"viewCount":525,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SKHY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":457,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}