← ZephyrTrade on Hyperliquid →
in postLONG
“SK Hynix is reallocating resources toward securing additional profit from commodity DRAM, where supply shortages are acute”
@zephyr_z9
SK Hynix pivots capacity from HBM4 to commodity DRAM, capturing near-90% operating margins as supply shortages peak
SKHXLONGIDEA · NOT YET PRICED
in postLONG
“Expect large upward revisions in HBM contract prices”
@zephyr_z9
Memory trio throttles HBM supply → large upward revisions in HBM contract prices → Micron earnings beat incoming
MULONG@ $1,198.67
$814.98-32.01%
since call Jun 23
TIMESTAMPS
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