황소부대
June 4, 2026
For Hynix, I end up watching Nvidia's moves more than AMD's
Hynix seems to be taking a breather today! Well, I'm keeping a closer eye on Nvidia's movements rather than AMD.
Whether it's AI servers or PCs, as Nvidia keeps expanding the market, we'll inevitably come back to the HBM story!
However, since expectations are high, we have to accept that it'll fluctuate whenever US chips shake. I prefer days when it holds steady with decreasing volume!
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