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SK Hynix

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 23, 2024 by Dylan Patel · said 13 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Gerstner (12), Bill Gurley (1)

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2025 5 mentions in 2 episodes 3 per episode
2024 8 mentions in 1 episode

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Everything said about SK Hynix, oldest first

Dec 23, 2024 bullish
Assertion Not checkable as stated
Patel: SK Hynix memory is NVIDIA's largest COGS item, surpassing TSMC
“When you look at the cost of goods sold of NVIDIA their highest cost of goods sold is not TSMC, which is a Thing that people don't realize. It's actually HBM memory primarily SK Hynix.”
Dylan Patel Dec 23, 2024 ▶ 1:02:27 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 11, 2025 bullish
Prediction Not checkable as stated
Gerstner: High-bandwidth memory will face shortages for foreseeable future
“And we think that we have a memory shortage, which is a key part of the NVIDIA supercomputer ecosystem for as far as we can see.”
Brad Gerstner Jan 11, 2025 ▶ 38:06 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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