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“Both Samsung and SKH Highix are aggressively investing in building out their infrastructure.”
“Their latest version HBM3 is designed for advanced AI and high performance computing systems with much higher speeds possible than on any previous version of their platform.”
“And if we look at the company on investing pro, they are actually listed as 31% undervalued currently with way less volatility than a company like SanDisk.”
“But looking forward to 2026, they still expect AI and server demand to continue to increase. So, not just stay at the current level, which is very high, but to actually continue to grow from here.”
“Guys, if you are buying a Samsung 990 Pro, get Samsung Magician. That software literally authenticates the drive.”
“South Korea. Samsung paid Micron to license their 64K chip design and used it to launch their own memory business, running Japan's own playbook against them with major subsidies.”
“Another nice thing about Micron is they're the only US company of the three, which means they should face fewer supply chain issues and tariffs from the Trump administration than Samsung or SKHEX, both of which are based in South Korea.”