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Zephyr — sniff.trade
← Zephyr
1 trades tracked · Zephyr · 1mo ago
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SKH
SKHX
LONG
“The only caveat here is that they won't use HCB till 2028”
@zephyr_z9
Samsung's HCB deployment delayed to 2028, leaving SK Hynix dominant in HBM through the AI buildout
SKH
SKHX
LONG
IDEA · NOT YET PRICED
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SKHXLONGIDEA · NOT YET PRICED