---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000799268.md"
description: "watching the SK Hynix bargaining-power debate closely. bears say once AI firms sign long-term HBM deals the memory makers lose pricing leverage. maybe, but that's a 2027 problem and the shortage is acute right now. i play it through $Roundhill Memory ETF (DRAM.US)$ so the single-name whipsaw doesn't wreck me. this dip is a trim-and-hold for me, not a sell."
datetime: "2026-07-16T05:51:59.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000799268.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000799268.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000799268.md)
author: "[TXY](https://longbridge.com/en/profiles/25748052.md)"
generator: "portal-rs"
---

# watching the SK Hynix bargaining-power debate clos…


### Related Stocks

- [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [DRAM.US](https://longbridge.com/en/quote/DRAM.US.md)
- [SKHYV.US](https://longbridge.com/en/quote/SKHYV.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**