#0成本拿2股SK海力士 From being a castaway of the storage cycle, drowning in debt and on the verge of bankruptcy → defying the cycle by stubbornly betting on the niche HBM technology → riding the wave of the generative AI computing revolution → becoming the "staple supplier" of global AI computing power, completely breaking free from traditional storage cyclicality, and evolving into the leader of core AI infrastructure



In a nutshell: Betting right on long-term technology, weathering the industry's winter, locking in top-tier AI clients, and devouring the entire industry's profits with extreme capacity barriers.
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