SK Hynix (KRX:000660) in Polaris Global Value Fund Q2 2024

Dominance in High-Bandwidth Memory and Positive Price Momentum

Apr 15, 2025

Summary

Gained over 25% for the quarter, dominating in high-bandwidth memory (HBM).
Strong price momentum in DRAM and NAND markets.
Risks include market competition and potential supply chain disruptions.
Contributed positively to the information technology sector gains in the fund.
Future outlook remains strong with continued leadership in memory technology.

SK Hynix (KRX:000660, Financial) was a standout performer in the information technology sector, as noted in Bernard Horn (Trades, Portfolio)'s Polaris Global Value Fund 2nd-Quarter Letter 2024 Q2. The South Korean chip manufacturer gained over 25% for the quarter, continuing to dominate in high-bandwidth memory (HBM) and noting good price momentum in traditional DRAM and NAND markets.

"SK Hynix gained in excess of 25% for the quarter, continuing to dominate in high-bandwidth memory (HBM), while noting good price momentum in traditional dynamic random-access memory (DRAM) and NAND markets." — Bernard Horn (Trades, Portfolio), Polaris Global Value Fund, Q2 2024 Fund Letter

Read full letter at gurufocus Bernard Horn's Polaris Global Value Fund 2nd-Quarter Letter 2024 Q2 page.

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