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"No HBM for you. I need HBM" - Jensen Fact check. True. $NVDA

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366,536 views • 3 months ago •via X (Twitter)

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$NVDA CEO Jensen Huang was handing out SK Hynix x 7-Eleven HBM chips to fans in South Korea. He joked “No HBM for you since I need all the HBM” after saying everyone loves HBM.

$NVDA CEO Jensen Huang was handing out SK Hynix x 7-Eleven HBM chips to fans in South Korea. He joked “No HBM for you since I need all the HBM” after saying everyone loves HBM.

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Nvidia $NVDA CEO, Jensen Huang, on supply of HBM bits: "We don't have enough bits. We are constrained in HBM memory, LPDDR memory. We are constrained in every part of the supply chain."

Nvidia $NVDA CEO, Jensen Huang, on supply of HBM bits: "We don't have enough bits. We are constrained in HBM memory, LPDDR memory. We are constrained in every part of the supply chain."

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Did you Know LAFARGE CEMENT is now HBM Nigeria?

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$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

$NVDA CEO Jensen Huang expects the semiconductor industry to grow 10x over the next decade as billions of AI agents and robots drive compute demand. He says that surge is already straining the entire chip supply chain including HBM from $SKHY, $MU and Samsung.

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130,407 views • 1 month ago

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

$SKHY is the most direct public bet on HBM with its $NVDA exposure and margins more tightly tied to the memory bottleneck than $MU or Samsung. Samsung offers memory scale with conglomerate noise, Micron offers clean U.S. memory exposure while SK Hynix provides the strongest operating leverage to rising HBM content across Nvidia’s AI rack roadmap.

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Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

Jensen Huang: “We need memory for… HBM memory for performance. We need LPDDR for low-power memory.” Reporter: Is memory constraint an issue for NVIDIA this year? Jensen Huang: “The entire supply chain is challenging this year because demand is so much more. Supply has been growing 100% every year, but demand is going faster than that. We are going to have a very good year.” We are entering a Memory Supercycle $MU

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$MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy. The catalyst was SK Hynix unveiling iHBM which is a new cooling technology for next-gen HBM but the bigger point is that token growth, AI factories, inference demand & next-gen accelerators all require more HBM per system. More HBM per accelerator means more memory dollar content & with only three major HBM suppliers in the world the entire memory complex is getting re-rated.

$MU hit a $1T valuation today because the market is waking up to the idea that memory may actually become one of the core infrastructure layers of the AI economy. The catalyst was SK Hynix unveiling iHBM which is a new cooling technology for next-gen HBM but the bigger point is that token growth, AI factories, inference demand & next-gen accelerators all require more HBM per system. More HBM per accelerator means more memory dollar content & with only three major HBM suppliers in the world the entire memory complex is getting re-rated.

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306,107 views • 3 months ago

Cathie Wood says she avoids memory stocks like $MU and $SKHY because she still sees HBM as the most cyclical and commoditized part of the semiconductor stack. Her bigger point is that inference architectures from $CBRS and $NVDA via Groq can reduce or eliminate the need for HBM which makes today’s memory pricing surge look more temporary than structural. As she puts it when technology costs “triple or quadruple” engineers eventually design around the bottleneck and she believes inference is already starting to do exactly that.

Cathie Wood says she avoids memory stocks like $MU and $SKHY because she still sees HBM as the most cyclical and commoditized part of the semiconductor stack. Her bigger point is that inference architectures from $CBRS and $NVDA via Groq can reduce or eliminate the need for HBM which makes today’s memory pricing surge look more temporary than structural. As she puts it when technology costs “triple or quadruple” engineers eventually design around the bottleneck and she believes inference is already starting to do exactly that.

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I too wake up at 4am richroll! No need to fact check me

I too wake up at 4am richroll! No need to fact check me

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Jensen you son of a bitch… You’ve done it again. $NVDA

Jensen you son of a bitch… You’ve done it again. $NVDA

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Jensen you son of a bitch… You’ve done it again. $NVDA

Jensen you son of a bitch… You’ve done it again. $NVDA

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Kim Jung-ho, the pioneer of HBM, says SK hynix is clearly advantaged on HBM3 today but by HBM4 and HBM5 the performance delta versus Samsung is basically null, and growth will depend on which company's ecosystem grows more. "Looking at things as they stand, the two companies have different ecosystems. Samsung does DRAM, HBM, HBF, foundry and packaging, all of it, so it's a total-solution company, and you can see its growth and expansion potential as larger." "By comparison, SK hynix does HBM and DRAM, but foundry and packaging are done at TSMC, and GPU design at NVIDIA. That's the ecosystem it has. In AI semiconductors, it has a firmly established ecosystem." "In that respect, in HBM SK hynix is advantaged, while Samsung, moving beyond NVIDIA, can take Google, Meta, Apple and others as new partners. That is its advantage." "Today market size and stability are higher for SK hynix, but I see Samsung's expansion potential as greater." "Looking at HBM alone, through HBM3 SK hynix clearly holds the advantage. Part of that is being inside NVIDIA and TSMC's ecosystem. And it is also true that hynix's HBM performance is better." "But at HBM4 and HBM5, I think the performance difference will be almost none. Then the two companies' growth depends on which ecosystem grows more."

Kim Jung-ho, the pioneer of HBM, says SK hynix is clearly advantaged on HBM3 today but by HBM4 and HBM5 the performance delta versus Samsung is basically null, and growth will depend on which company's ecosystem grows more. "Looking at things as they stand, the two companies have different ecosystems. Samsung does DRAM, HBM, HBF, foundry and packaging, all of it, so it's a total-solution company, and you can see its growth and expansion potential as larger." "By comparison, SK hynix does HBM and DRAM, but foundry and packaging are done at TSMC, and GPU design at NVIDIA. That's the ecosystem it has. In AI semiconductors, it has a firmly established ecosystem." "In that respect, in HBM SK hynix is advantaged, while Samsung, moving beyond NVIDIA, can take Google, Meta, Apple and others as new partners. That is its advantage." "Today market size and stability are higher for SK hynix, but I see Samsung's expansion potential as greater." "Looking at HBM alone, through HBM3 SK hynix clearly holds the advantage. Part of that is being inside NVIDIA and TSMC's ecosystem. And it is also true that hynix's HBM performance is better." "But at HBM4 and HBM5, I think the performance difference will be almost none. Then the two companies' growth depends on which ecosystem grows more."

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Fact check : true

Fact check : true

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Fact check: true

Fact check: true

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FACT CHECK: TRUE ✅

FACT CHECK: TRUE ✅

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