The Cheapest AI Bet: HBM Dominance Makes Samsung & SK Hynix Must-Buy Stocks
HBM Dominance: The Real Reason US Investors Can’t Ignore Korea’s Chip GiantsKorea’s chip giants SK hynix and Samsung dominate the HBM market, powering NVIDIA GPUs and AI hyperscalers. Here’s why undervaluation + Uptober make them a must-watch for US investors.---Part I. Korea: The Unsung Hero of the AI Supply Chain1) The Beating Heart of the AI Era — Strategic Value of HBMSince the Fourth Indust..
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2025. 9. 30. 06:07