Daniel Romero(@HyperTechInvest):$SKHY is moving closer to $NVDA and $AMD The company is building an HBM design team in San Jose to co-design next-gen HBM directly with major US AI chip customers San Jose is next to Santa Clara, where Nvidia and AMD are headquartered, while Broadcom also has major operations in the area Having HBM design staff nearby allows faster coordination during next-generation product development and quicker feedback to SK Hynix’s R&D teams in South Korea

Daniel Romero

@HyperTechInvest

Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:

가입 April 2024

335 팔로잉 중 44.9K 팬

Daniel Romero@HyperTechInvest

2026.08.20 08:35

$SKHY is moving closer to $NVDA and $AMD The company is building an HBM design team in San Jose to co-design next-gen HBM directly with major US AI chip customers San Jose is next to Santa Clara, where Nvidia and AMD are headquartered, while Broadcom also has major operations in the area Having HBM design staff nearby allows faster coordination during next-generation product development and quicker feedback to SK Hynix’s R&D teams in South Korea