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TEXXR

Chronicles

The story behind the story

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SK Hynix tops $1T in market value after jumping 9% on Wednesday, becoming the third Asian company to hit the milestone; shares are up 1,000%+ in the past year

SK Hynix Inc. joined Micron Technology Inc. in surpassing the $1 trillion market capitalization milestone …

Bloomberg

Discussion

  • @speculator_io Lin on x
    Memory now makes up more than 1/4 of the total cost of a GPU rack. And there are only 3 HBM companies in the world: - Micron - SK Hynix - Samsung That's it. These 3 companies sit in one of the most important layers of the AI supply chain. The $3 trillion memory bottleneck. [image…
  • @garyblack00 Gary Black on x
    SK Hynix became the 15th company to reach the $1 trillion market cap club, and the third Korean chip mnfr after TSMC and Samsung Electronics. On Tuesday, both $MU and SK Hynix passed $1T market cap. [image]
  • @bamabonds Will Slaughter on x
    At the rate we're going, memory suppliers will soon consume all the economic profits (and then some) of the AI capex supercycle. Something's gotta give soon Either capex plans or semiconductor prices will succumb to gravity, hard to say which...
  • @wolf_financial Wolf on x
    SOUTH KOREA 🇰🇷 JUST DID SOMETHING THAT ONLY THE UNITED STATES 🇺🇸 HAS BEEN ABLE TO DO South Korea just became the second country to have more than 1 company valued at $1+ Trillion Samsung: $1.3 Trillion market cap SK Hynix: $1 Trillion [image]
  • @bamabonds Will Slaughter on x
    $NVDA and the memory cartel ($MU+ Samsung +SK Hynix) are together forecast to book over $2.5 trillion in EBITDA over the next 3 years, essentially equivalent to the capex budgets of all hyperscalers combined. The math is simply not mathing for this to continue at this pace.
  • @realnickmugalli Nicholas Mugalli on x
    🇰🇷 Korea is now the only country after the United States to have 2 companies that are worth over a trillion dollars each as Samsung and SK Hynix join rally 7%, 12% today alone This country and its people is truly one of the world largest wonder-what an incredible story & country …
  • @universeice @universeice on x
    SK hynix's market capitalization surpassed $1 trillion for the first time in its history on May 27. In South Korea, it became the second company after Samsung Electronics to reach this milestone.
  • r/wallstreetbets r on reddit
    Memory Chip Frenzy Sends SK Hynix, Micron Into $1 Trillion Club