SK Hynix is Cashing in on AI Profits Like a Monopoly!
HBM will remain tight until 2027 – SK Hynix dictates AI costs!
This is no longer a memory cycle, this is an arms program for AI!
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SK Hynix is currently printing money with High-Bandwidth Memory. Approximately $8 billion in operational profit in the quarter, +62% year-over-year – driven by AI memory for data centers, as well as rising prices for "classic" DRAM and NAND. Capacity for 2026 is largely booked up, HBM will remain tight until at least 2027. Nvidia, OpenAI & Co. are securing long-term allocations. It's not just GPUs that are scarce, but also memory bandwidth. Those who can deliver HBM dictate the margins. And now HBM4 is coming earlier than planned. This means...
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