Ripple Effect on AI Memory & P

Ripple Effect on AI Memory & Packaging: NVIDIA’s massive capital expenditure is redirecting market focus toward key supply-chain partners—particularly High Bandwidth Memory (HBM) suppliers and advanced packaging foundries (such as SK Hynix, Micron, and TSMC).

Macro Environment & Central Banks: Cooling energy prices and stabilizing inflation figures have eased interest rate anxieties. Meanwhile, regional central banks continue adjusting monetary policy (e.g., Bank of Korea raising rates).

💰Stocks to watch today?(28 August）

1. What news/movements are worth noting in the market today? Any stocks to watch? 2. What trading opportunities are there? Do you have any plans? 🎁 Make a post here, everyone stands a chance to win Tiger coins!

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Comments

ElvisMarner
08-27 19:53
ElvisMarner
Packaging margin is the part I'd watch here. If advanced packaging really keeps a 15-20pt premium over standard foundry work, that profit shift matters as much as HBM supply.
fuddie
08-27 19:53
fuddie
Korea still hiking tells you policy is fragmenting, not easing. That kind of liquidity backdrop does not help HBM names hold these multiples

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