Global storage giants SK Hynix, Micron Technology, SanDisk, and Samsung's stock prices continue to soar, on the other hand, market demand for CPUs is also rapidly increasing, and Intel and AMD have truly achieved explosive growth.


The main reason for the recent surge in stock prices is the quarterly reports related to AI released by several large companies, which generally exceeded expectations, for example, the storage giant SK Hynix's first-quarter profit reached 17.5 trillion RMB, with an annual forecast of 10 to 13 trillion RMB.
This figure leaves anyone hearing it puzzled— a company making over 1 trillion RMB in profit in one year, with a profit margin exceeding 70%, is simply crazy.
SK Hynix distributes bonuses to employees based on a fixed percentage of net profit, 10%. Last year, the average bonus per person exceeded 600k RMB, and this year, it is expected to exceed 3 million RMB, which is still a conservative estimate.
In the high-threshold storage industry, with high technical barriers, the three major giants (SK Hynix, Samsung, Micron) occupy 90-95% of the market share.
China's Longsys Storage accounts for about 3% of the market share, becoming the fourth largest globally, and it is difficult to catch up within five years.
Therefore, during this cycle, they can only watch as Korea and the US earn huge profits, easily controlling output and raising prices, truly winning a great victory. #GateSquareMayTradingShare
View Original
GateUser-5f202a86
The global storage leaders SK Hynix, Micron Technology, SanDisk, and Samsung continue to surge sharply, while market demand for CPUs is also rapidly increasing; Intel and AMD are truly booming.
The reason for the explosion in the past two days is mainly due to quarterly AI-related reports released by major companies, which generally exceeded expectations, such as SK Hynix, with a first-quarter profit of 1.75T yuan, and an annual forecast of 1-1.3 trillion yuan.
This figure makes anyone hearing it confused—a company earning more than 1 trillion yuan in profit in a year, with profit margins over 70%, is crazy.
SK Hynix gives bonuses to employees based on a fixed percentage of 10% of net profit; last year, the average per person was over 600,000 yuan, and this year it is expected to be over 3 million yuan, which is a conservative estimate.
The high entry threshold in the storage industry, high technological barriers, currently the three giants (SK Hynix, Samsung, Micron) control 90-95% of the market share, while Longsys Storage from China has about 3% market share and has become the fourth largest in the world.
It’s difficult to catch up within five years, so in this cycle, they can only helplessly watch Korea and America make huge profits, comfortably controlling volume and raising prices, truly winning big. #GateSquareMayTradingShare
repost-content-media
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin