HSBC: Concerns about Peak Storage Premature
BlockBeats News, July 14th - HSBC analysts stated in a research report that it may be too early to worry about the end of the storage supercycle. The analysts believe that the supercycle may continue as AI-driven smartification enhances office productivity and reshapes workflows. The improving profit margins of AI services continue to support strong cloud spending, and as major cloud providers compete for a rapidly expanding market, they are unlikely to slow down the expansion of computing power.
With the gradual introduction of the next-generation high-bandwidth memory HBM4 to the market, the upward trend in HBM product prices is expected to continue. Given SK Hynix's significant exposure to HBM, HSBC favors SK Hynix among South Korean tech stocks. HSBC expects that after the large-scale adoption of HBM4 in 2027, SK Hynix's market share in the HBM market is still likely to remain between 50% and 55%. (Jinse)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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