Jul. 7 at 4:49 AM
Samsung reported a monster quarter, and I see so many analyst forecasts like this:
"Goldman Sachs said in a recent report it expects combined AI-related capital expenditure by the four largest hyperscalers — Meta, Microsoft, Amazon and Alphabet — to reach
$5.3 trillion between fiscal 2025 and 2030, underscoring continued growth in AI infrastructure spending."
That said, this is a very rare ultimate super memory cycle that has never happened at this scale. In case you didn't know, all the high-end AI server GPUs made by
$NVDA, and those custom AI chips made by
$GOOGL,
$AMZN, and others, all require HBM memory chip to be physically packaged together.
Only 3 companies can make such advanced 3D stacked HBM chips, and the recent hard selling heavily discounted the forward P/E ratios to very attractive buy levels:
■ Samsung 6.3 ~ 6.8
■
$SKHY 7.0 ~ 7.2
■
$MU 7
This appears to be a well staged short attack against the small Korean market and it won't last too long.
https://www.investing.com/news/stock-market-news/samsung-estimates-19fold-rise-in-q2-operating-profit-beating-expectations-4777937
