Hynix is indeed much weaker than Samsung in this round. After all, it has no other support besides memory. Samsung's earnings report, like Micron's, brings a glimmer of hope. I'm not asking for a surge, just hoping for a slow recovery with a strong bullish candle closing over the next two days.
SK Hynix: General HBM, next stop is custom HBM?
Recently, storage has been bearish, following the cyclical stock playbook: a wave of concentrated capacity expansion landing in 2027–2028 → supply catching up with demand → prices peaking → valuation de-rating. Storage is priced as a "commodity standard part regardless of who makes it" (commodities, cyclical stocks), but the underlying physical technology is also evolving. In the hardware world, one type of product only needs to ensure stable, routine operation; while another type carries a geek spirit, exceeding standard parameters to achieve more extreme performance and efficiency. In the CPU era, Intel handled routine workflow scenarios...
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