▶ 47:48 · $SKHY · Memory bottleneck peaking as agentic AI broadens demand beyond HBM; equipment suppliers offer better risk-reward

episode briefing

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price | Bloomberg Tech 7/10/2026

2026-07-10 · 7 company · 5 thematic

sentiment

4 bull0 bear3 neu

speakers

chey tae-won

Chey Tae-won leads SK Group, South Korea's second-largest conglomerate, and serves as chairman of SK Hynix, a major memory chipmaker.

nancy tengler

Nancy Tengler manages a fund with full allocation to memory sector via Micron; sees sustainable AI buildout with 3-5 year backlogs and is unconcerned about $350B data center capex given strong cash flows.

mandeep singh

Mandeep Singh covers tech infrastructure and AI capex for Bloomberg Intelligence, analyzing hyperscaler spending and custom silicon.

bailey lipschultz

Leads Bloomberg's semiconductor coverage from New York, reporting on memory chips, IPOs, and Asian tech supply chains.

ivana delevska

Ivana Delevska analyzes memory market dynamics, arguing HBM constraint is peaking while agentic AI broadens demand; favors equipment suppliers over chip makers for next investment wave.

quote

“WE DON'T SEE DEMAND SUBSIDING. HOWEVER, THE CAPACITY CONSTRAINT IS AT ITS PEAK... AS WE ENTER THE AGENTIC ERA, WE ARE SEEING BROADER DEMAND FOR MEMORY... A BETTER RISK-REWARD WOULD BE TO INVEST IN THE GROWTH TO VALUE CHAIN AND COMPANIES TH…”

—ivana delevska

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