While the risk of aggressive pricing may trigger a capital expenditure pullback from Big Tech, the sheer physics of AI scaling means the world simply cannot function without advanced HBM memory.
Hynix is building the physical backbone of the next decade's computing infrastructure.
Until the Big Tech Giants stop fighting over server rack space, the memory supercycle remains firmly intact.
That is why I believe that SK Hynix will continue to be the dominant leader of the memory stocks as it has exponential growth ahead.
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