The creator suggests caution for SK Hynix as the memory cycle appears to be reaching its later stages despite current consensus optimism.
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The creator analyzes the current state of the memory chip market, specifically High Bandwidth Memory (HBM),...
Aug 29, 2026
The creator analyzes the current state of the memory chip market, specifically High Bandwidth Memory (HBM), noting that while demand remains high, the industry is likely in the later stages of its typical cyclical pattern. She highlights that Micron, SK Hynix, and Samsung are currently benefiting from high margins and consensus optimism, but warns of potential risks as the cycle matures.
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Micron's margins are at historical highs, but the creator suggests the memory cycle is in its later stages, implying a cautious outlook.
Nvidia is increasing its supply commitment for memory, specifically HBM, to support its AI chip production.
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