While competitors $Micron Technology(MU)$ & Samsung are playing catch up, Hynix captures the Crown. Just days ago, Hynix had a groundbreaking ceremony for a USD 4 billion advanced packaging fab in Indiana. It is USA's first HBM packaging hub, designed to pump out the next generation HBM4E chips directly to US giants NVIDIA, Microsoft & Google.
Hynix CEO also warned that this global memory chip shortage is going to persist through 2030.
When the market experiences a long term memory drought, standard DRAM prices go up. But premium customised HBM, backed by a new US memory stronghold - may go completely parabolic!
That is why I choose SK Hynix as my top pick for memory stock.
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- Universeๅฎๅฎยท09-04 12:37[ShakeHands]2Report