Nvidia is a key customer for SK Hynix's HBM, powering its AI chips, but the focus is on SK Hynix's supply chain dominance.
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Thinking of Buying Nvidia Shares? Check This Out First...
Playing FTSEApr 26, 2026
The creator discusses SK Hynix, a South Korean memory chip maker, highlighting its role as Nvidia's primary supplier for high bandwidth memory (HBM) used in AI accelerators. The company has sold out production through 2026-2027, driven by parabolic HBM demand and surging DRAM prices. SK Hynix reported blowout earnings with record operating margins, significantly outperforming industry averages and demonstrating a strong balance sheet.
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