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US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable competitor, but data shows the gap between Nvidia and Huawei is widening (Chris McGuire/Council on Foreign ...)

Chris McGuire / Council on Foreign Relations : US approving Nvidia H200 exports to China is based on the idea that Huawei is a viable com...

1 April 2024

SK Hynix tops $100B in valuation as its stock rose 2x+ over the past year amid high-bandwidth memory demand; analysts: SK Hynix has 90%+ share of the latest HBM (Youkyung Lee/Bloomberg)

Youkyung Lee / Bloomberg:
SK Hynix tops $100B in valuation as its stock rose 2x+ over the past year amid high-bandwidth memory demand; analysts: SK Hynix has 90%+ share of the latest HBM  —  - Key Nvidia supplier's shares have doubled in the past year  — South Korea's second-largest stock has outpaced No. 1 Samsung

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