$SK hynix(SKHY)$ $NVIDIA(NVDA)$ It feels like HBM is turning into a whole different kind of memory cycle.
The old boom-and-bust pattern seems to be getting reshaped by NVIDIA's AI roadmap and the steady cadence of new GPU platform releases.
Since each new generation of AI accelerators needs more HBM capacity, the demand picture is getting clearer for suppliers like $Micron Technology(MU)$ and SKHY.
The question isn't just about memory pricing cycles anymore. It's more about whether AI infrastructure growth can keep pulling supply forward.
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