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Bullish on HBM business, Bank of America Merrill Lynch's "Five Reasons" are bullish on sk hynix.
With stable orders from nvidia and slow progress in competitors'HBM3e technology, along with sk hynix set to mass ship 12-layer HBM products in the fourth quarter, Bank of America predicts that by 2025, sk hynix may occupy nearly 60% of the global market share, with sales expected to increase by 38% to reach $15.8 billion, benefiting from HBM business with over 60% operating margin. Bank of America raised SK hynix's target stock price from 0.24 million Korean won to 0.28 million Korean won.
nvidia hits a new high is a sign! Since the Fed cut interest rates in September, the logic of the US stock market has changed again.
Is this rebound the beginning of technology stocks regaining dominance in the US stock market, or is it a short-term rebound in the ongoing rotation of US stocks, with the market closely watching the current US earnings season.
Trump Ahead Of Harris Shows Poll Among Early Voters In Key Battlegrounds: Ex-President's 'Swing State Strategy' Is Paying Off
Nvidia hits a new closing high in four months: will it challenge the global market cap NO.1 again?
①Nvidia's stock price hit a new all-time high closing on Monday (October 14) after a four-month hiatus; ②This irreplaceable chip manufacturer in the AI era seems to be poised to surpass Apple once again and become the company with the highest market cap in the world.
Options Market Statistics: NVDA Options Pop as Its Shares Reach Its Highest Closing on Record
Stock price hits a record high! What to look for in Taiwan Semiconductor's financial report this week? HSBC: Narrative shifts to 2 nanometers.
HSBC recently released research reports stating that Taiwan Semiconductor's performance will continue to be at the high end of its performance guidance, indicating that the company's 2-nanometer technology mass production acceleration and pricing increase will drive profit margin expansion in the next two years, leading to profit growth. Nomura Securities, on the other hand, anticipates that Taiwan Semiconductor may indicate that the company's advanced packaging business will remain in short supply until 2026.