$SKHYNIX:KRX · SK Hynix
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SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally.
More about this company
SK hynix Inc. through its subsidiaries, engages in research, develops, manufactures, distributes, and sells semiconductor devices in Korea, China, rest of Asia, the United States, Europe, and internationally. It offers DRAM, such as server memory, graphics memory, mobile memory, PC memory, consumer memory; NAND flash memory; SSD; and MCP products. It also engages in foundry business, produces non-memory semiconductors. The company serves its products for server, networking, mobile, personal computer, consumer, and automotive applications. The company was formerly known as Hynix Semiconductor Inc. and changed its name to SK hynix Inc. in March 2012. SK hynix Inc. was incorporated in 1949 and is headquartered in Icheon-si, South Korea.
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Watching · 84 mention(s), 0 personal-position post(s) · first 2025-12-05 · last 2026-09-24
“Nope for $AKAM. But if you look at what’s needed probably CPUs/Memory #1.
So your $ARM / $INTC / $AMD thematically (AMD probably higher beta to this company in specific). Then your Samsung / $MU / SK Hynix are your obvious memory beneficiaries.
Component procurement is done through $JBL, which potentially benefits their own supply chain if they’re doing networking too.” post →
| Report | Date | Stance |
|---|
| #115 — Semis Memo: Muscle Memory | 2026-01-26 | WATCH |
| #112 — Carving Up the TPU: Leftovers for Jensen or Just Gravy on the AI Trade? | 2025-11-27 | LONG |