AI产业挖掘🐔(@QihongF44102):Supply chain checks suggest the market may be massively underestimating HBM4 pricing power. HBM4 is around $15/GB this year. For 2027, checks point to potential pricing of $60/GB. That is not a normal memory upcycle. That is a 4x pricing reset in one of the most constrained components of AI infrastructure. If this plays out, SK hynix remains my highest-conviction HBM exposure: strongest HBM positioning, highest exposure, best customer alignment. Not financial advice. #sk hynix

AI产业挖掘🐔

@QihongF44102

经历多轮 AI 变革周期：学生时代研究 Computer Vision，职业早期深耕 Recommendation / Search Systems，如今专注 Agentic Systems。

Joined January 2024

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AI产业挖掘🐔@QihongF44102

2026.06.17 09:14

Supply chain checks suggest the market may be massively underestimating HBM4 pricing power. HBM4 is around $15/GB this year. For 2027, checks point to potential pricing of $60/GB. That is not a normal memory upcycle. That is a 4x pricing reset in one of the most constrained components of AI infrastructure. If this plays out, SK hynix remains my highest-conviction HBM exposure: strongest HBM positioning, highest exposure, best customer alignment. Not financial advice. #sk# hynix