The "Big Three" memory compani-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The "Big Three" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing

In terms of advance HBM, SK Hynix hold the crown, followed by Micron & Samsung.

So, it is not a competition ground for the Chinese...yet.

For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands.

We are not talking about the usual memory in our small daily gadgets or memory cards.

Thus, until people realise the difference, market noise will be there and the volatility.

Any pull backs could be an entry opportunity.

Within intrinsic value, perhaps gradual accumulation during pull back volatility.

AI needs memory to store data on what has been learnt to perform the processing of task. It is definitely a key component.

If you believe in all the AI story... this is it.

Happy investing!! 😊

SK Hynix Gains 4.7% — Did JPMorgan Just Add Memory to Its Beneficiary List?

Memory bounced Tuesday — SK Hynix +4.70%, SanDisk +2.68%, Micron +0.87%, SOXL +2.31% — taking back part of the post-earnings slide. The trigger was sell-side positioning: JPMorgan said Nvidia's cycle strength is broadening past logic into the memory chain, naming six beneficiaries. Unresolved: how long new Chinese capacity and long-term contract pricing can hold. Upstream keeps confirming while the prices keep swinging — what is the market still waiting on?

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It is definitely a key component.&nbsp;</p>\n<p>If you believe in all the AI story... this is it.</p>\n<p>Happy investing!! 😊&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The \"Big Three\" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing</p>\n<p>In terms of advance HBM, SK Hynix hold the crown, followed by Micron &amp; Samsung.&nbsp;</p>\n<p>So, it is not a competition ground for the Chinese...yet.&nbsp;</p>\n<p>For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands.&nbsp;</p>\n<p>We are not talking about the usual memory in our small daily gadgets or memory cards.&nbsp;</p>\n<p>Thus, until people realise the difference,&nbsp; market noise will be there and the volatility.&nbsp;</p>\n<p>Any pull backs could be an entry opportunity.&nbsp;</p>\n<p>Within intrinsic value, perhaps gradual accumulation during pull back volatility.</p>\n<p>AI needs memory to store data on&nbsp;what has been learnt to perform the processing of task. It is definitely a key component.&nbsp;</p>\n<p>If you believe in all the AI story... this is it.</p>\n<p>Happy investing!! 😊&nbsp;</p></body></html>","text":"The \"Big Three\" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing In terms of advance HBM, SK Hynix hold the crown, followed by Micron & Samsung. So, it is not a competition ground for the Chinese...yet. For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands. We are not talking about the usual memory in our small daily gadgets or memory cards. Thus, until people realise the difference, market noise will be there and the volatility. Any pull backs could be an entry opportunity. Within intrinsic value, perhaps gradual accumulation during pull back volatility. 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