SIG's Hosseini on SK Hynix Performance

The video discusses the economic and chip industry slump, highlighting SK Hynix's challenges amid US-China tensions. It explores the potential for price stabilization and the impact of inventory declines on revenue. The discussion also covers investment recommendations, suggesting that Samsung and Micron may be better positioned for recovery compared to SK Hynix.

What is the current outlook for the memory industry after the downturn that started in spring 2022?

Why might Micron and Samsung be better positioned than Hynix in the recovery of the memory industry?