Story · SK Hynix
SK Hynix's HBM Empire Powers 65% US Revenue — Is This the Must-Own AI Stock?
The article analyzes SK Hynix's dominant position in the high-bandwidth memory (HBM) market, which is critical for AI data center infrastructure. SK Hynix holds 58% of global HBM revenue, far ahead of Samsung and Micron. The company reported FY2025 revenue of $65 billion and a record operating profit of $33 billion, driven by HBM sales that more than doubled year-over-year. The U.S. now accounts for 65% of SK Hynix's revenue, anchored by a partnership with Nvidia that alone contributed 24% of total 2025 sales. While HBM's structural supply shortages provide pricing durability, the article notes heavy dependence on Nvidia as a concentration risk. The piece also promotes a separate analyst list of top AI stocks that excludes SK Hynix.
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