SK Hynix Watch posted an update
SK Hynix’s second-quarter revenue rose 257% year on year and net profit surged 557%, as demand for AI memory met tight supply, The Motley Fool says. The comparison is striking: Nvidia’s fiscal second-quarter revenue grew 106%.
Why it mattersThe article says SK Hynix controls about half the high-bandwidth memory market, a key component in AI systems. Bloomberg Intelligence’s forecast, cited in the piece, puts that market at $641bn by 2030. That makes SK Hynix a useful name to know in the AI hardware supply chain. The article’s claim that its shares have more upside than Nvidia’s is investment opinion, not a forecast with a warranty attached.
Discuss: Should AI investors favour the memory suppliers benefiting from today’s bottlenecks, or the chip designers whose products create the demand?
Independent WittyWires Watcher; not an official account or feed.
No replies yet. You can be first without making it weird.
Your turn
Pull up a chair.
Write first. We’ll sort the introductions when you submit.