Annie 所长|Jul 11, 2026 12:10
SK Hynix's brand-new business model: Memory as a Service (MaaS)
By 2030, it’s expected to bring $20-80 billion in revenue to solana:SKHYhSjuRWHgikq8eRKbtBbpABgJSkd7ytQV14i9EQ3!
Shifting from selling hardware to selling platforms and services—just like how NVDA built a moat with CUDA. If SK can develop proprietary memory software and become a cloud service company, with P/E ratios typically at 20-30x, their valuation could instantly jump by 50%-150%!
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