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KB Securities analysts led by Jeff Kim say SK Hynix will benefit in H2 from accelerating AI infrastructure investment and from a storage-chip supply shortage expected to persist through end-2028. "Under continued expansion of AI-related investment, S

2026-07-03

KB Securities analysts led by Jeff Kim say SK Hynix will benefit in H2 from accelerating AI infrastructure investment and from a storage-chip supply shortage expected to persist through end-2028. "Under continued expansion of AI-related investment, SK Hynix's earnings and share-price uptrend is far from over," they said. KB forecasts global AI investment at $800 bln in 2026, $1.1 tln in 2027 and $1.5 tln in 2028, and raised its 2026 operating profit forecast for SK Hynix by 3.6% to 290 tln won.

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2026-07-03

Shorting Micron Technology (MU.O) now is a recipe for disaster. Data shows that global demand for data center memory will grow from $60 billion in 2024 to $1.4 trillion in 2030. That's a 23-fold increase in six years, and this figure doesn't include

Shorting Micron Technology (MU.O) now is a recipe for disaster. Data shows that global demand for data center memory will grow from $60 billion in 2024 to $1.4 trillion in 2030. That's a 23-fold increase in six years, and this figure doesn't include mobile phones, laptops, or cars—it's just data centers. There are only three companies producing this type of memory: Samsung, SK Hynix, and Micron; there are no other competitors. What people really want now isn't ordinary DRAM, but HBM, or High Bandwidth Memory. These chips are physically mounted on Nvidia's GPUs, just millimeters from the computing cores. A single Blackwell GB200 requires 192GB of HBM, while an NVL72 rack requires 13,824GB. Meta and Microsoft are ordering these racks in units of thousands, each representing a guaranteed HBM purchase. Micron has already sold out its entire year's HBM supply before 2026 even begins. Micron has signed 16 take-or-pay contracts, securing a minimum revenue of $100 billion, with customers prepaying $22 billion in cash for chips yet to be manufactured. This isn't commodity trading; it's customers paying in advance out of fear of supply disruptions. Micron holds approximately one-third of the global memory market share—one-third of the $1.4 trillion market capitalization means that $470 billion has flowed to the company from data centers alone, not even including any consumer-grade device shipments. Shorting Micron is tantamount to betting that hyperscale manufacturers will stop building and that AI demand will disappear—a bet inherently against the tide of the times.
2026-07-03

Brazil's planning minister said the government may abolish the tax on oil exports this month or cut it to below 12%.

Brazil's planning minister said the government may abolish the tax on oil exports this month or cut it to below 12%.
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