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SK Hynix

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 12, 2026 by Ben Thompson · said 3 times in 2 episodes since 2026 · across every show →

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brought up most by Ben Thompson (2), Reiner Pope (1)

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2026 3 mentions in 2 episodes 2 per episode

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Everything said about SK Hynix, oldest first

Feb 12, 2026 neutral
Prediction Open · timeframe Feb 2029
Ben Thompson: The semiconductor market will have excess memory capacity soon
“We're going to believe it or not. We are going to have too much memory capacity in a few years because we have such a shortage right now.”
Ben Thompson Feb 12, 2026 ▶ 1:07:56 Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
Feb 26, 2026 bearish
Prediction Not checkable as stated
Pope predicts supply crunches across the entire AI hardware supply chain
“The supply chain we're gonna have crunches on, on all of the supply chain, really. So if you look at the, sort of, the big components of what any company, but like us, for example, build-out there is dependency on Logic Dies from typically TSMC, maybe Samsung,…”
Reiner Pope Feb 26, 2026 ▶ 18:54 Reiner Pope of MatX on accelerating AI with transformer-optimized chips
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