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 Plunges 9% Despite 12x Profit Surge — Is AI Memory Story Broken?

SK Hynix fell 8.98% Tuesday plus 4.79% after hours — net profit up ~12x YoY, but revenue missed targets.That cracked the whole memory chain: SanDisk -14.25%, Micron -8.85%, DRAM ETF -8.89%, 2x leveraged 07709 -18.99%. SOXS +14.45% against SOXL -14.52%, with KOSPI down nearly 28% in a month as the main transmission chain.If even the strongest HBM earnings can't hold share prices and inverse ETFs are at sentiment extremes — is this selloff nearing exhaustion, or just beginning?

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.

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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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