Lin(@Speculator_io):There are only 3 companies in the world producing HBM every AI company depends on. Three. That's it. Since this post a year ago: $MU +864.10% SK Hynix +709.18% Samsung Electronics +395.66% Don't overcomplicate it.

Lin

@Speculator_io

Speculator & Investor since 2013 | Engineer & VC | Future Optimist | Here to help you make better investment decisions

参加 May 2020

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Lin@Speculator_io

2026.05.11 17:05

There are only 3 companies in the world producing HBM every AI company depends on. Three. That's it. Since this post a year ago: $MU +864.10% SK Hynix +709.18% Samsung Electronics +395.66% Don't overcomplicate it.

Lin@Speculator_io

2025.01.23 15:17

The High-Bandwidth Memory (HBM) Network 1. HBM Suppliers $MU $HXSCL (SK Hynix) $SSNLF (Samsung) 2. ASIC Designers $AVGO $MRVL Alchip GUC 3. HBM Customers - GPUs: $NVDA $AMD $INTC - Cloud Service Providers: $GOOGL $AMZN $MSFT $META