Hynix US Listing Makes Memory Chip Stock Easier To Buy

Bobby

·yesterday

shared a link post in group #The Most Important Thingvia#The Most Important Thing

Hynix’s U.S. listing will make the stock easier to buy. That’s a big deal. As things stand now, only one of the three primary makers of memory chips—Micron Technology—is U.S. based (the third is another South Korean company, Samsung). To be sure, investors might have preferred Hynix to have listed here a couple of years ago, before the memory chip explosion happened. Hynix’s revenue, for instance, soared 200% between 2023 and 2025, and then rose another 200% in the first quarter of this year. It’s little wonder that Hynix shares are up nearly 800% in the past 12 months.  #The Most Important Thing 

The good news is that despite the rally, Hynix still looks relatively cheap. On a forward sales basis, for instance, it’s trading at 3.6 times, while Micron is at 4.6. (Nvidia, by comparison, is at 10.8.) Memory chip stocks are typically traded on a book value basis, however, because of the industry’s history of intense swings from oversupply to shortage—and from profits to losses. Measured on a price to book-value basis, Hynix is trading at a discount to Micron as well, according to S&P Global Market Intelligence.

That suggests investors have an opportunity. But they need to have a strong stomach: Chip stocks are volatile. Last week, memory chip stocks sold off. Depending on whom you talk to, the reason was either worries about an oversupply emerging (which seems dubious) or concerns that Apple might succeed in getting government approval to buy memory chips from Chinese makers, which are blacklisted by the Pentagon. Whatever the case, Hynix’s listing will make investing in the #Artificial Intelligence-related sector more interesting. 

https://www.theinformatio..

www.theinformation.com

SK Hynix Is the Overlooked Memory Chip Maker

The memory chip market right now is governed by a triumvirate of companies, led by South Korean firm SK Hynix, followed by Samsung, also of South Korea, and U.S. chipmaker Micron. The three stocks soared more than 200% over the last year—and yet they’re still cheap, especially relative to Nvidia ...

Bobby

·yesterday

shared a link post in group #The Most Important Thingvia#The Most Important Thing

Hynix’s U.S. listing will make the stock easier to buy. That’s a big deal. As things stand now, only one of the three primary makers of memory chips—Micron Technology—is U.S. based (the third is another South Korean company, Samsung). To be sure, investors might have preferred Hynix to have listed here a couple of years ago, before the memory chip explosion happened. Hynix’s revenue, for instance, soared 200% between 2023 and 2025, and then rose another 200% in the first quarter of this year. It’s little wonder that Hynix shares are up nearly 800% in the past 12 months.  #The Most Important Thing 

The good news is that despite the rally, Hynix still looks relatively cheap. On a forward sales basis, for instance, it’s trading at 3.6 times, while Micron is at 4.6. (Nvidia, by comparison, is at 10.8.) Memory chip stocks are typically traded on a book value basis, however, because of the industry’s history of intense swings from oversupply to shortage—and from profits to losses. Measured on a price to book-value basis, Hynix is trading at a discount to Micron as well, according to S&P Global Market Intelligence.

That suggests investors have an opportunity. But they need to have a strong stomach: Chip stocks are volatile. Last week, memory chip stocks sold off. Depending on whom you talk to, the reason was either worries about an oversupply emerging (which seems dubious) or concerns that Apple might succeed in getting government approval to buy memory chips from Chinese makers, which are blacklisted by the Pentagon. Whatever the case, Hynix’s listing will make investing in the #Artificial Intelligence-related sector more interesting. 

https://www.theinformatio..

www.theinformation.com