Memory Market Expert: “SK Hynix Is Bigger, Cheaper and Closer to NVIDIA.” Inside Its $26.5 Billion Nasdaq Debut Quick Read – NVIDIA’s $82B quarterly revenue and Micron’s 346% year-over-year sales surge confirm AI chips are driving an unprecedented memory demand cycle. – SK Hynix…
ntrols 58% of the HBM market, and its $26.5B Nasdaq debut finally gives U.S. investors direct access to NVIDIA’s most critical chip supplier. – Partsinevelos warned that no new HBM supply arrives before late 2027, keeping record prices intact while $14B in passive index buying looms. – This lithium producer surpassed a $1B private valuation, joining some of America’s most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only through July 16. (sponsor) During a July 10 CNBC segment, Kristina Partsinevelos framed SK Hynix’s roughly $26.5 billion capital raise at $149 per American depositary share as a defining moment for the AI supply chain
The Korean memory giant controls approximately 58% of the high-bandwidth memory market, giving it a commanding position in the technology required to make NVIDIA’s most advanced chips work. The offering ranks as the second-largest share sale ever, trailing only SpaceX’s NASDAQ debut last month. For U.S. investors, the debut closes a long-standing accessibility gap.
SK Hynix has been the essential HBM supplier to NVIDIA (NASDAQ:NVDA) throughout the AI buildout, yet trading in the Korean parent required navigating Seoul-listed shares. It also arrives as Nvidia CEO Jensen Huang’s “largest infrastructure expansion in human history” creates extraordinary demand for a product that remains in short supply. SK Hynix Controls the Memory Powering the AI Revolution The core setup for SK Hynix, according to Partsinevelos: “SK Hynix is the world leader in high bandwidth memory.