The Real Story Inside SK Hynix’s Record…

Inder Sabharwal

Jul 28

A paper gain distorted the numbers, but the underlying HBM business delivered something remarkable—and its new contracts could matter even more.

2 Comments

Thanks Inder for the article. Well written. Sounds like you’re bullish based off this at the right price?

Inder Sabharwal

Yes, very much so. Also, this is a great demand signal for AMD, NVDA, MU, etc..

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