The memory supercycle is no longer a short term trading fad. It is the physical foundation of the next decade's computing infrastructure.
Which memory stock to get on the bus?
I choose $SK hynix(SKHY)$ the reigning HBM King as they command the global market share for the current generation HBM3 and HBM3E silicon architectures.
A big catalyst for Hynix was its recent massive USD 4 billion advanced packaging powerhouse in Indiana, USA. This was backed by substantial US Chips Act grants.
SK Hynix is the cutting edge of AI packaging. It is also $NVIDIA(NVDA)$ chosen premier partner. NVIDIA's H100, B200 and ultra premium Blackwell server architectures are useless without Hynix's HBM stacked directly on top of them. That is why Hynix's HBMs are sold out through 2027.
That is why I choose Hynix as my top pick.
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- cutzi·09-02 18:12Sold out through 2027 sounds strong, but capex durability matters more. If GPU demand is already slowing, memory orders won’t stay immune for longLikeReport