SK hynix is a South Korean semiconductor company and one of the world's largest memory chip manufacturers, producing DRAM, NAND flash, SSDs, and High Bandwidth Memory (HBM) for markets spanning AI/data centers, mobile, PC, automotive, and consumer electronics. It is the global leader in HBM with a ~62% market share, supplying advanced memory solutions critical to AI infrastructure.
“Let's just say Google breaks an LTA. There's an oversupply... they break their LTAs. Well, if they're breaking their LTAs, it probably means oversupply, prices are coming down. And then, you know, capacity naturally contracts. Well, what do you think is going to happen to Google's allocations?”
Source→“I'm sure our friends at Blackstone and Apollo are suggesting some variant of this to the memory companies.”
Source→AI-extracted from podcast / newsletter / paper summaries. May contain errors.