SK hynix raises its 2025 CAPEX from $15 billion to $19 billion. SK Hynix has decided to increase its planned CAPEX this year by 30% due to the surge in demand for high-bandwidth memory (HBM), which was already high. The chipmaker initially planned to spend 22 trillion won this year in expanding its facilities but this has been upped to 29 trillion won, sources said. The decision was recently finalised and SK Hynix has also sent memos to suppliers to deliver the equipment to the M15X fab in Chungju by October, two months faster than initially planned. These moves are all responses from its customers requesting SK Hynix deliver more HBM chips faster. The company’s main customer is Nvidia, which is using HBM with its AI accelerators. The GPU giant is requesting SK Hynix deliver HBM faster than planned. SK Hynix will also be supplying HBMs to Broadcom starting this year. We are reading the room, folks. Demand is off the hook and I would speculate, supply is also improving. Whilst the market is distracted by and shunning everything due to tariffs speculation, these businesses are clearly articulating a shift.

Hi Slow Horses Great user name, love the series. There is no charge for guidance and this is usually a great starting point as it will help you decide if you are better served by using the guidance model or if you do need advice. The fees for any advice will vary dependent on what the advice needs to cover. If advice is the route that you decide to explore we will allows let you know what the fees are before any work is done so you can decide if the fee is worth the service you need. Nik

Great info Adam, here's hoping we see some good market vibes over the coming months

& for those of us who have spent many hours in data centres, it sends a shiver down the spine Very tidy

Hi G, It's legit-generated by IT. When the forum was first made available, some of the controls around email validation had not been switched on. This meant one could set up an account without a verified email. You were one of them. The link is asking you to confirm your current email. Please do so to retain your account. Regards Adam

Hi Adam, I just tried it again and it's gone through, so no idea what was causing the issue

Hi Alan Drop me a message at nik.burrows@cobensdirect.co.uk and we can take a look at your position and run through the considerations and options that are relevant to you. Cheers Nik

Hi, Our MM product is very short duration, something like 30 days or less on average so yes. The choppy US market is due to their economy being too strong for the feds liking, as it relates to labour markets and the effect on inflation. We are not talking raging inflation either, just a bit higher than ideal. Corporate earnings have never been better. Interest rates are not even that high. We aren't going back to Covid rates nor have higher rates had any real impact on company earnings.

Touche, I would expect the main focus to be 'Jensen Huang sporting a Tom Ford lizard skin effect jacket which retails at £8,000 and recently purchased two new G650 jets which retail at £60M each before options'