By Simply Wall St
Publication Date: 2026-06-03 23:14:00
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SK hynix (KOSE:A000660) has reached a $1t market capitalization.
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The company has secured major HBM4 supply orders from Nvidia.
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SK hynix is investing in significant new fabrication capacity to support HBM and DRAM production.
SK hynix, a key DRAM and NAND producer, is now firmly at the center of the AI hardware supply chain as HBM4 becomes a core component for advanced accelerators. The new orders from Nvidia highlight how critical HBM has become for high performance computing, while long term contracts and capacity projects are aimed at supporting more stable supply for AI and data center customers.
For investors watching KOSE:A000660, these developments raise questions about how capacity investments, pricing power, and customer concentration could shape the risk and reward profile over time. The rest of this article looks at what this new scale, HBM4 positioning, and expansion drive might mean for the company’s role in memory and AI infrastructure.
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