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● AI Bottleneck Shift After HBM The Order of AI Bottlenecks After HBM: Next After GPUs Are Memory, Power, Cooling, Optical Communication, and Data When looking at AI semiconductor investments, it is now too late to stop at “Nvidia is good” or “HBM is taking off.” What really matters is seeing in what order the…
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● Samsung Soars, SK Hynix Trails Reasons Samsung Electronics Outperformed SK Hynix: KRW 30 Trillion Dividend Potential, HBM Catch-Up, and Treasury Share Cancellation Expectations This move in Samsung Electronics is not simply a case of “semiconductor strength.” The key factors were a recovery in semiconductor exports, expectations for higher Samsung Electronics dividends, expanded HBM production,…
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● Boxed-Up KOSPI AI Surge, SK Hynix US Move, HBM Limits The Real Reasons the KOSPI Is Stuck in a Range: OpenAI Product Launches, SK Hynix U.S. Production, and the Limits of the Semiconductor Rally The key issue in the recent KOSPI trend is not simply whether the index rose or fell. Several forces are…
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● HBM To HBF Shift Boosts AI Memory Hierarchy HBM Next, HBF? The Real Shift in AI Memory Semiconductors Seen by SK hynix and SanDisk The key takeaway of this issue is not simply whether “HBM becomes unnecessary.” The truly important point is that, inside AI servers, memory architecture is moving beyond an era sustained…
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● AI Bottleneck Shifts, Power Crisis, HBM Fade Samsung Electronics and SK Hynix Are Not Done Yet: AI Bottlenecks Are Shifting from GPUs and HBM to Power Infrastructure The key point of this article is not simply whether semiconductor stocks will rise or fall. The real issue is where the bottleneck in the AI semiconductor…
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● AMD Selloff After Blowout Earnings, HBM Margin Squeeze, Musk Boosts Nvidia Why AMD Fell Despite Strong Earnings: AI Chips, HBM Margins, and Musk’s Remarks Today’s key point is not simply that AMD delivered an earnings beat. The real issue is why the stock weakened even as AMD’s data center revenue reached record levels. At…
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● DRAM Shortage HBM Supply Bottleneck AI Capex Cycle Why the Semiconductor Cycle Is Moving Strangely: We Need to Revisit Memory Shortages, HBM, and the AI Investment Cycle The most important point in this semiconductor pullback is not, “Stocks fell, so the memory shortage is over.”On the contrary, if you look at Wall Street research…
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● HBM Demand Run Could Outlast GPU Peak Will AI Data Centers and HBM Memory Demand Really Peak Out? The core point of this issue is not the news that “Meta and SpaceX are renting out leftover data center resources.” The truly important point is that AI data centers are changing from “server warehouses” into…
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● HBM Bottleneck Fuels Next Semiconductor Boom Signal More Important Than SK hynix ADR Surge: The Next Phase of the Semiconductor Cycle Driven by HBM, KV Cache, and AI Infrastructure Bottlenecks The real point to focus on in this issue is not simply that “SK hynix surged in the U.S. stock market.” The core point…
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● Semiconductor Shock, Kospi Fight, NPS Selloff, HBM Boom Samsung Electronics and SK Hynix Earnings Will Shape the Direction of the KOSPI in July: NPS Rebalancing, Semiconductor Earnings, and the Policy Rate in One View The key issue for the Korean equity market in July can be reduced to one question. Will Samsung Electronics and…
