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Production expansion confirmed! HBM demand is exploding, and the storage market trend is far from over.
SK Hynix spends 400 billion KRW to purchase inspection equipment, all paving the way for HBM4 mass production. Samsung and Hynix both state that AI storage demand is surging, and they will build more wafer fabs, solidifying the long-term logic completely.
We had already taken long positions in storage at low levels, precisely riding the industry's macro trend. Relying on professional judgment to hold the trend, not chasing gains or following the crowd, profits naturally come. #SKHYNIX $SKHYNIX