HBM Tracker for DIY Investors
A retail-facing dashboard that tracks HBM (high-bandwidth memory) demand signals — the single biggest driver of SK Hynix's earnings — and translates them into buy/hold/wait flags for individual investors holding chip stocks.
self-directed retail investors with positions in SK Hynix, Micron, or AI-themed ETFs
- HBM demand signal feed (hyperscaler orders, Nvidia/AMD packaging capacity, lead times)
- Plain-English translation of each signal: 'bullish', 'neutral', 'cautious'
- Position tracker that ties your actual chip-stock holdings to the latest signals
- Weekly 'what changed' summary for the four most-watched tickers
SK Hynix's revenue is now dominated by HBM for AI accelerators — but retail investors can't easily access the supply-chain signals (lead times, packaging capacity) that move the stock.
SK Hynix FY25 net profit +117%, Q2 2025 HBM share ~70% with 65% op-profit surge, and 'skhy stock' showing strong Google Trends interest — retail appetite for HBM-exposed names is real and rising.SK Hynix Net Profit Soars 117% in 2025 ↗SK Hynix's 2Q25 Earnings and AI-Driven HBM Leadership ↗
Existing tools (SiliconAnalysts HBM tool, DRAMWatch, ChipStockInvestor guide, TechInsights, SC-IQ, Conductor) target professionals/institutions or are free static content — no B2C dashboard with buy/hold/wait flags tied to HBM supply signals exists.HBM Pricing & Market Share (2026) — SK Hynix, Samsung, Micron ↗DRAMWatch: DRAM & HBM Memory Market Data ↗
DRAMWatch and ChipStockInvestor offer core HBM data for free; retail investors are notoriously price-sensitive and lean on free news/Reddit/Yahoo Finance — willingness to pay for a niche supply-chain dashboard is unproven.DRAMWatch: DRAM & HBM Memory Market Data ↗An Investor's Guide to HBM (High-Bandwidth Memory) For AI ↗
HBM market projected at ~25% CAGR to ~$58B by 2034, but memory is historically cyclical and Samsung/Micron are closing the gap on SK Hynix, which could erode the 'single biggest driver' thesis over time.High Bandwidth Memory Market Size & Share 2026 - 2034 ↗
Dashboard layer is straightforward to build, but the core inputs — HBM lead times, TSV/advanced-packaging capacity, hyperscaler order signals — are proprietary, expensive (TrendForce/Yole subscriptions), or rely on insider-style sourcing that is hard to replicate.TechInsights Inc. - The Semiconductor Information Platform ↗