Sk Hynix is one of the cleanest ways to play the AI memory cycle right now : The company dominates HBM, the high bandwidth memory that NVIDIA relies on for its most advanced GPUs, and supply is still tight. NVIDIA said yesterday that memory is still in a massive shortage while the market value the company as if the company was on the top of a cycle. That gives pricing power and unusually strong margins for a memory name. Unlike past cycles, demand isn’t just PCs and smartphones; it’s hyperscale
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