Bullish or Bearish?
Bullish feels like the default setting . Not because of hype but because of momentum. Every AI server, every LLM cluster, every hyperscaler expansion needs memory chips.
SK Hynix is currently the undisputed leader in High Bandwidth Memory (HBM) with 58% of the market share while $Micron Technology(MU)$ & Samsung are tied for 2nd place at 21% each.
SK Hynix has its commanding lead by virtue of its first mover advantage. Its proprietary Advanced MR-MUF packaging technology solved severe heat issues early on, making it the exclusive primary choice for $NVIDIA(NVDA)$ top tier AI graphics cards.
SK Hynix's debut in Nasdaq on July 10 will be an exciting opportunity for keen investors like me.
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