Now's the 'golden era of memory market', we like SK Hynix for its HBM lead & Nvidia partnership: PM - CNBC

Market analysts recently highlighted that the memory market is entering a 'golden era,' with particular emphasis on SK Hynix's leadership in high-bandwidth memory (HBM) technology and its strategic pa... Read original →

SK Hynix’s deep integration with NVIDIA’s AI GPU ecosystem via HBM3E and 3D stacking is catalyzing a co-evolution of memory and compute architectures. Upstream, CoWoS packaging bottlenecks force downstream server OEMs to redesign memory subsystems around HBM’s bandwidth density. Geopolitically, the U.S.-ROK tech alliance grants SK Hynix relatively secure access to advanced equipment, though export controls impacting packaging partners in Taiwan, China could inflate outsourcing costs. With Samsung racing toward HBM4 and Micron leveraging Intel’s Gaudi platform, SK Hynix must sustain a two-generation lead to preserve pricing power. Over the next 18 months, HBM will expand beyond AI training into edge inference and autonomous driving domain controllers—but only if TSV yields exceed 70% and interconnect costs drop by 30%.