Right now, the cheapest value stocks are:
> Samsung
> SK Hynix
> Kioxia
> Micron
> SanDisk
Right now, the highest growth stocks are:
> Samsung
> SK Hynix
> Kioxia
> Micron
> SanDisk
Don’t overthink this. Be smart and do this:
SK Hynix plans to triple wafer capacity by around 2034 to meet AI memory demand, Chairman Chey Tae-won told Nikkei.
Capacity is expected to double within 5 years, with four new fabs being built in Yongin, South Korea.
Chey said Japan is an “excellent candidate” for future overseas fabs due to power, water, engineers, and chip-materials suppliers.
SK Hynix plans to triple wafer capacity by around 2034 to meet AI memory demand, Chairman Chey Tae-won told Nikkei.
Capacity is expected to double within 5 years, with four new fabs being built in Yongin, South Korea.
Chey said Japan is an “excellent candidate” for future overseas fabs due to power, water, engineers, and chip-materials suppliers.
Reversal in Asian Markets
South Korea's KOSPI is up 5%, adding ₩365,000,000,000,000 ($250 BILLION)
Japan's NIKKEI is up 1.5%, adding ¥21,450,000,000,000 ($129 BILLION)
TAIWAN's stock market is up 2.4%, adding NT$3,744,000,000,000 ($119 BILLION).
SK Hynix Chairman Chey Tae-won believes the memory shortage could continue until 2030, with SK Hynix planning to double its memory wafer capacity over the next five years to help meet demand.
$MU$NVDA$AMD
⚡️UPDATE: BIG NVIDIA ANNOUNCEMENT TOMORROW
$NVDA CEO Huang will meet Samsung’s Vice Chairman Jun and says Nvidia may reveal new announcements tomorrow.
Memory chips have become one of the market’s hottest trades of 2026. 🔥
Since January:
◾️ $SNDK: 516%
◾️ $MU: 208%
◾️ SK Hynix: 245%
◾️ Samsung: 147%
Meanwhile, the S&P 500 is up 11%.
As AI demand continues to drive the need for high-bandwidth memory and storage, investors have increasingly concentrated on the companies supplying the industry’s critical components.