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!! 😊
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