South Korean (SK) Hynix is one of the big 3 memory manufacturers next to Samsung and Micron. Their 41% drop in the semi conductor business, is connected to NVDIA’s recent What Had Happen Was, over the switch up from AI to more robotics development. Once again making it hard to really determine anything with all the goal posts moving over AI infrastructure.
SK Hynix, The Korean Kanary In the Koal Mine
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