🔥 SK hynix: the HBM king, the hidden champion behind the AI weapons merchant
Many people only know Nvidia, but overlook the most critical memory supplier behind it—SK hynix.
📊 A few hardcore data points:
• HBM (high-bandwidth memory) global market share exceeds 50%, firmly number one
• The exclusive HBM supplier position for Nvidia H100/B200 remains unshaken to this day
• Q2 DRAM revenue surged—thanks entirely to HBM3E shipments
🚀 HBM4 is on the way:
SK hynix plans to mass-produce HBM4 in the second half of 2025. Bandwidth will double again, customized for next-gen AI chips. Samsung and Micron are chasing, but the gap can’t be closed in just one or two quarters.
The more powerful the AI compute, the more explosive the HBM demand—this is SK hynix’s moat.
👇 Who do you like more?
A. SK hynix keeps crushing
B. Samsung stages a comeback and catches up
C. Micron quietly swoops in
Comment section—let’s hear your take! $SKHY
Many people only know Nvidia, but overlook the most critical memory supplier behind it—SK hynix.
📊 A few hardcore data points:
• HBM (high-bandwidth memory) global market share exceeds 50%, firmly number one
• The exclusive HBM supplier position for Nvidia H100/B200 remains unshaken to this day
• Q2 DRAM revenue surged—thanks entirely to HBM3E shipments
🚀 HBM4 is on the way:
SK hynix plans to mass-produce HBM4 in the second half of 2025. Bandwidth will double again, customized for next-gen AI chips. Samsung and Micron are chasing, but the gap can’t be closed in just one or two quarters.
The more powerful the AI compute, the more explosive the HBM demand—this is SK hynix’s moat.
👇 Who do you like more?
A. SK hynix keeps crushing
B. Samsung stages a comeback and catches up
C. Micron quietly swoops in
Comment section—let’s hear your take! $SKHY