ZX Energy & Chemicals - NVIDIA and SK Hynix Cooperation Benefits #【Kent Catalysis】

English summary

# 1. NVIDIA and SK Hynix have reached a $500 billion two-way procurement agreement. This indicates high certainty in SK Hynix's capacity expansion, benefiting upstream core monomer material suppliers. 2. Kent Catalysis's monomers such as tetrabutylammonium fluoride are used in HBM3/4 and advanced packaging, with downstream customers including Samsung, SK Hynix, TSMC, and JSR. Customer relationships are clear, and earnings certainty is strongest. 3. The company expects electronic chemical sales volumes of 800/2500 tons from 2026 to 2027, with profit increment of 1-2. Its main business remains stable with growth. There is still significant growth potential!