This project is really great, and Big Brother Fu Fu’s analysis is also good.

SK Hynix has received certainty. The biggest risk in the AI industry isn’t technology—it’s demand. If customers buy today but don’t buy tomorrow, companies wouldn’t dare to expand production. But now Nvidia has directly tied itself to SK Hynix, which is essentially telling the market in advance that HBM demand over the next few years is real. This will give SK Hynix greater confidence to increase capital expenditures, further strengthening its leading position in the HBM market.

#夏日创作营