Nvidia: The Story To Follow -- SK Hynix -- November 4, 2024

Locator: 48708TECH.

This story is being reported everywhere -- easy to find.

After a fairly deep dive into chips and nodes today over the past 72 hours, there are three variables to watch: the product; the customer; and, time. Someone else came with up that, not me. For an investor, knowing the customer is just as important. Of the three, time may be as critical as the product and the customer.

Time. Moore's law: the number of transistors on a microchip doubles every two years (1965).

Somewhere along the line, "time shrunk." Perhaps it was Apple's product cycle: Apple tended to refresh their cell phones every year. 

We're now seeing the same thing with chips. But now,  one year has now changed to six months.

That brings us to SK Hynix. 

Hynix (Hyundai-roots). Wiki.

SK Hynix Inc. is a South Korean supplier of dynamic random-access memory (DRAM) chips and flash memory chips. SK Hynix is one of the world's largest semiconductor vendors.

Founded as Hyundai Electronics in 1983, SK Hynix was integrated into the SK Group in 2012 following a series of mergers, acquisitions, and restructuring efforts. After being incorporated into the SK Group, SK Hynix became a major affiliate alongside SK Innovation and SK Telecom.

The company's major customers include Microsoft, Apple, Asus, Dell, MSI, HP Inc., and Hewlett Packard Enterprise (formerly Hewlett-Packard). Other products that use Hynix memory include DVD players, cellular phones, set-top boxes, personal digital assistants, networking equipment, and hard disk drives.

From CNBC today:

The big question: where does Micron fit in this equation? Link here.