Chubby♨️@kimmonismus

2026-07-06 03:30·2天前

AI 摘要

SK海力士计划在纳斯达克上市。作者认为这是最佳时机——AI革命推动其HBM、DRAM、闪存等内存产品需求创历史新高，且增长势头未见尽头。上市表明公司预期需求将持续，价格至少保持稳定甚至进一步上涨。这对消费者而言意味着RAM价格可能继续走高，是一把双刃剑。

SK Hynix is planning an U.S. listing on the NASDAQ.

Two thoughts on this：

It is， needless to say， the best possible timing. SK Hynix sells semiconductor products， particularly memory solutions such as High Bandwidth Memory， DRAM， and flash memory. Driven by the AI revolution， these products are currently in demand like perhaps never before in the company's history. And there is no end in sight.

However， this also means that SK Hynix expects demand， and therefore prices， to at least remain stable， and likely even rise. Why？ The stock market prices in the future， and SK Hynix knows this as well. The company is therefore trying to benefit from the fact that there is no end in sight to demand， and thus to its rising revenue.

On the one hand， this shows that belief and confidence in AI as a future technology remain strong， with little doubt emerging. On the other hand， it also suggests that prices are likely to persist or even rise further.

That， in turn， affects all of us， as probably everyone has personally noticed in RAM prices. So it is a double-edged sword.

现象/趋势

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2026-07-06 03:30·2天前

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AI 摘要

SK Hynix is planning an U.S. listing on the NASDAQ.

Two thoughts on this：

It is， needless to say， the best possible timing. SK Hynix sells semiconductor products， particularly memory solutions such as High Bandwidth Memory， DRAM， and flash memory. Driven by the AI revolution， these products are currently in demand like perhaps never before in the company's history. And there is no end in sight.

However， this also means that SK Hynix expects demand， and therefore prices， to at least remain stable， and likely even rise. Why？ The stock market prices in the future， and SK Hynix knows this as well. The company is therefore trying to benefit from the fact that there is no end in sight to demand， and thus to its rising revenue.