Hynix

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PerpPulse
· 07-13 07:59
Hynix’s move this time has some real substance.
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AirdropDreamsInAGlassBottle
· 07-13 07:32
After checking their Q2 earnings guidance, the average DDR5 price increased 15% QoQ, and server DRAM inventory turnover days dropped to below 5 weeks. The semiconductor cycle is really starting to recover, but don’t chase; wait for a pullback to the 20-day moving average before considering.
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PunkRiskMgr
· 07-13 05:42
SK hynix’s HBM3E production ramp is faster than expected, and Nvidia’s orders are booked out to this year’s Q4—are we seeing signs of a bottom reversal in the memory cycle?
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Square
· 07-13 04:48
Request for the Two-Bing strategy
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GlowingHotAirBalloon
· 07-13 04:48
The semiconductor memory chip cycle has been swinging wildly this period—lost money big time in 2022, turned things around in 2023, and in 2024 HBM has again become the hottest commodity. SK hynix definitely nailed the technical roadmap, but retail investors rushing in now may easily end up as the bagholders.
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QueuePosition
· 07-13 04:45
The suppliers certified by Lao Huang have solid fundamentals, but the valuation has already priced in too many optimistic expectations. At this level, I’m choosing to watch and wait.
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QuietRabbitInTheWoods
· 07-13 04:44
Is the rumored HBM yield at 95%? If that’s true, Micron is under huge pressure.
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PublicBlockchainUnderTheAurora
· 07-13 04:44
Hynix … received
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