Memory Market Expert: “SK Hynix Is Bigger, Cheaper and Closer to NVIDIA.” Inside Its $26.5 Billion Nasdaq Debut

1 month ago 16

Thomas Richmond

Fri, July 10, 2026 astatine 8:57 AM CDT 5 min read

Quick Read

NVIDIA's $82B quarterly gross and Micron's 346% year-over-year income surge corroborate AI chips are driving an unprecedented representation request cycle.
SK Hynix controls 58% of the HBM market, and its $26.5B Nasdaq debut yet gives U.S. investors nonstop entree to NVIDIA's astir captious spot supplier.
Partsinevelos warned that nary caller HBM proviso arrives earlier precocious 2027, keeping grounds prices intact portion $14B successful passive scale buying looms.
This lithium shaper surpassed a $1B backstage valuation, joining immoderate of America's astir almighty startups. Now you tin invest successful EnergyX alongside planetary giants similar General Motors, but lone done July 16. (sponsor)

During a July 10 CNBC segment, Kristina Partsinevelos framed SK Hynix's astir $26.5 billion superior rise astatine $149 per American depositary share arsenic a defining infinitesimal for the AI proviso chain. The Korean representation elephantine controls astir 58% of the high-bandwidth representation market, giving it a commanding presumption successful the exertion required to marque NVIDIA's astir precocious chips work. The offering ranks arsenic the second-largest stock merchantability ever, trailing lone SpaceX's NASDAQ debut past month.

A CNBC reporter, Kristina Partsinevelos, with agelong brownish hair, wearing a brownish patterned blazer implicit a achromatic top, holds a achromatic CNBC microphone and gestures with her near hand. She stands successful beforehand of aggregate monitors successful a fiscal speech setting. The main surface prominently displays "SK HYNIX $26.5B NASDAQ DEBUT" on with logos for SK Hynix, an "AI MEMORY" chip, and NVIDIA. To the left, 2 smaller screens amusement a banal illustration for SK Hynix Inc. (HBM.K 75.23 (+1.39%)) trending upwards, and a pastry illustration illustrating marketplace stock percentages for SK Hynix (~58%), Micron (~21%), and Samsung (~21%). The inheritance is simply a blurred presumption of a trading level with different integer displays.

For U.S. investors, the debut closes a long-standing accessibility gap. SK Hynix has been the indispensable HBM supplier to NVIDIA (NASDAQ:NVDA) passim the AI buildout, yet trading successful the Korean genitor required navigating Seoul-listed shares. It besides arrives arsenic Nvidia CEO Jensen Huang's "largest infrastructure enlargement successful quality history" creates bonzer request for a merchandise that remains successful abbreviated supply.

SK Hynix Controls the Memory Powering the AI Revolution

The halfway setup for SK Hynix, according to Partsinevelos: "SK Hynix is the satellite person successful precocious bandwidth memory. The representation that feeds AI chips with astir 58% of that market. Micron and Samsung competitors divided astir 21% each... arsenic per Counterpoint Research." She added a blunter framing of the competitory stack: "SK Hynix is bigger, cheaper and person to NVIDIA."

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