The "Big Three" memory compani-To The Moon - Tiger Brokers Online Investing Community - To The Moon

The "Big Three" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing

In terms of advance HBM, SK Hynix hold the crown, followed by Micron & Samsung.

So, it is not a competition ground for the Chinese...yet.

For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands.

We are not talking about the usual memory in our small daily gadgets or memory cards.

Thus, until people realise the difference, market noise will be there and the volatility.

Any pull backs could be an entry opportunity.

Within intrinsic value, perhaps gradual accumulation during pull back volatility.

AI needs memory to store data on what has been learnt to perform the processing of task. It is definitely a key component.

If you believe in all the AI story... this is it.

Happy investing!! 😊

Shareholder Return Pledges Spark Memory-Chain Rebound Thursday — Chase It?

Memory rebounded Thursday after two days down: SK Hynix +4.43%, Micron +3.97%, SanDisk +2.02%, with the 2x inverse SNDQ −4.46%. The driver was payouts, not demand: SK Hynix's 40tn won buyback is confirmed; Samsung reportedly plans over 100tn won with 50% of free cash flow pledged — the first explicit promise to distribute AI cash flow. The bear case sharpened: Wood is avoiding memory, and the cost is landing downstream — Xiaomi's profit dented, Intel GPU prices +48%. Hynix and Samsung for the dividend, Micron and SanDisk for torque, or wait for downstream acceptance?

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It is definitely a key component.&nbsp;</p>\n<p>If you believe in all the AI story... this is it.</p>\n<p>Happy investing!! 😊&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>The \"Big Three\" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing</p>\n<p>In terms of advance HBM, SK Hynix hold the crown, followed by Micron &amp; Samsung.&nbsp;</p>\n<p>So, it is not a competition ground for the Chinese...yet.&nbsp;</p>\n<p>For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands.&nbsp;</p>\n<p>We are not talking about the usual memory in our small daily gadgets or memory cards.&nbsp;</p>\n<p>Thus, until people realise the difference,&nbsp; market noise will be there and the volatility.&nbsp;</p>\n<p>Any pull backs could be an entry opportunity.&nbsp;</p>\n<p>Within intrinsic value, perhaps gradual accumulation during pull back volatility.</p>\n<p>AI needs memory to store data on&nbsp;what has been learnt to perform the processing of task. It is definitely a key component.&nbsp;</p>\n<p>If you believe in all the AI story... this is it.</p>\n<p>Happy investing!! 😊&nbsp;</p></body></html>","text":"The \"Big Three\" memory companies that produce High Bandwidth Memory (HBM) at scale are SK Hynix, Micron Technology, and Samsung Electronics. These companies supply the critical memory components required for next-generation AI accelerators and high-performance computing In terms of advance HBM, SK Hynix hold the crown, followed by Micron & Samsung. So, it is not a competition ground for the Chinese...yet. For the mid term, next 3yrs at least, more data center and more AI adoption will spur HBM memory demands. We are not talking about the usual memory in our small daily gadgets or memory cards. Thus, until people realise the difference, market noise will be there and the volatility. Any pull backs could be an entry opportunity. Within intrinsic value, perhaps gradual accumulation during pull back volatility. 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