常为希 |AI之道|2月 26, 2026 19:12
Energy → Meaning of Computing Power Conversion → More Energy Demand
The AI big model and inference requirements are opening up a super cycle of AI memory (HBM), which is a historic opportunity created by the combination of rigid demand explosion and rigid supply constraints. SK Hynix enjoys a simultaneous increase in both quantity and price with its leading position, while Samsung achieves a dual breakthrough in share and profit with HBM4 technology and capacity expansion. Both are at the gold allocation point of high performance growth and low valuation
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