// OVERVIEW
SK hynix is a South Korean semiconductor company and one of the world's largest memory chip manufacturers, producing DRAM, NAND flash, SSDs, and High Bandwidth Memory (HBM) for markets spanning AI/data centers, mobile, PC, automotive, and consumer electronics. It is the global leader in HBM with a ~62% market share, supplying advanced memory solutions critical to AI infrastructure.
Discussed in
- Eclipse's Lior Susan on $12.5B AUM and the Bet on Physical Industries
- Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]
- Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
- The CapEx Train Keeps Rolling (This Week in Stratechery)
- Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
- The Abrupt Fall of Situational Awareness Is a Warning Sign. So Is Nvidia’s Vendor Financing.
- ⭕ Nvidia's circularity
- 🤖 Jalapeño chips
- Anthropic’s Safety Superpower (Stratechery Article 6-15-2026)
// RECENT MENTIONS
// SIGNALS
38 SIGNALS
01
mention·Axios Pro Rata·SEPTEMBER 28, 2026
02
mention·Sourcery·SEPTEMBER 21, 2026
“Micron, SK Hynix, Samsung — The only three players in the HBM/memory market.”
Source→03
mention·All In·SEPTEMBER 17, 2026
Source→04
AI-extracted from podcast / newsletter / paper summaries. May contain errors.