Reading up on SK Hynix

Since early 2025, international markets have outperformed the U.S. — emerging economies up 68%, Europe 45%, Japan 44% — driven by the global AI infrastructure supply chain and corporate reforms.

Control over semiconductor supply chains, from ASML's lithography to TSMC's manufacturing and NVIDIA's CUDA ecosystem, determines which entities dominate the AI era.

SK Hynix faces unprecedented volume of supply offers from big tech firms, signaling intense competition for memory chips driven by AI demand.

Riding the AI infrastructure boom, memory-chip makers Samsung, SK Hynix, and Micron are posting record profits, making memory one of the world's most profitable products.

Average DDR4 and DDR5 RAM prices have spiked sharply over the past 18 months, with many configurations at or near all-time highs.