SK Hynix is a South Korean semiconductor company that has become the world's second-largest memory chipmaker, trailing only Samsung Electronics.
SK Hynix's operating profit rose 632% last quarter to about $62.8 billion. Samsung's went up 783% to roughly $80.5 billion. Those two lines are the whole story hiding under the Intel headlines, because the money is…
Intel CEO Lip-Bu Tan on memory shortage
Samsung and Micron INVENTED the memory shortage. You were told AI ate the supply, but a lawsuit filed in California reveals the AI story is just the cover. The industry has a history of this exact scheme. Back in 2002, a…
Sanjay Mehrotra Micron Interview
Leopold Aschenbrenner went from OpenAI researcher to running an AI fund that hit $45 billion, up over 1000% since 2024. Then this summer it all fell apart. He was running up to 400% margin on stocks like SK Hynix and…
Leopold Aschenbrenner $35 billion collapse
Jensen Huang broke down the $500 billion deal with SK Hynix and SK Telecom on Bloomberg This Weekend. It combines Nvidia paying for memory chips and SK Telecom paying for supercomputers, two separate transactions stacked…
Jensen Huang $500 billion deal SK Hynix SK Telecom
