Market Sentiment (@marketsentiment): "Only 3 companies worldwide have the technology to develop High Bandwidth Memory (HBM), and SK Hynix holds a 60% market share. The technology is so critical that Nvidia CEO Jensen Huang publicly stated, “Without the HBM memory, there is no AI supercomputer.” Here’s our in-dept…"

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Market Sentiment

@marketsentiment

Only 3 companies worldwide have the technology to develop High Bandwidth Memory (HBM), and SK Hynix holds a 60% market share.

The technology is so critical that Nvidia CEO Jensen Huang publicly stated, “Without the HBM memory, there is no AI supercomputer.”

Here’s our in-depth analysis of the company, memory bottleneck, and valuation model.

Deep Dive: SK Hynix

With this report, we are initiating the first-ever single-company coverage at Market Sentiment. SK Hynix is the largest position in our Advanced Packaging portfolio and is perfectly positioned to capitalize on the AI Capex boom. Let’s dig in:

Market Sentiment

Feb 19

at

4:48 PM

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