SK Hynix Controls More Than Half the HBM Market Nvidia Depends On

SK Hynix's Nasdaq listing gives U.S. investors access to the dominant supplier of high-bandwidth memory (HBM) chips critical for Nvidia's AI accelerators, controlling over 56% of the market. While the company's technological leadership and close partnership with Nvidia position it as a major AI infrastructure beneficiary, investors should be cautious about the cyclical nature of the memory industry and rising competition from Samsung and Micron.