SK Hynix
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 4, 2025 by Josh Wolfe · said 2 times in 1 episodes since 2025 · across every show →
Mentions by year
brought up most by Josh Wolfe (2)
tap a year for its mentions
2025 2 mentions in 1 episode
Everything said about SK Hynix, oldest first
Mar 4, 2025 bullish
Wolfe: SK Hynix will bypass export controls easier than Micron
“I think Micron is a US company which is going to be more constrained by restrictions that are put on export control, and I think SK being a Korean company is going to be able to skirt those in the same way that NVIDIA has with, you know, distribution to China …”