SK hynix Secures 70% of Nvidia's HBM Orders
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 28 2026
0mins
Should l Buy NVDA?
Source: seekingalpha
- Market Share Boost: SK hynix has secured 70% of Nvidia's high-bandwidth memory orders for the Vera Rubin platform, exceeding the market estimate of 50%, which will significantly enhance its competitive position in the global HBM4 market.
- Future Market Outlook: By 2026, SK hynix is expected to capture 54% of the global HBM4 market, outpacing Samsung's 28% and Micron's 18%, indicating strong growth potential in high-performance computing.
- Strong Financial Performance: SK hynix reported record revenue and operating profit for Q4 2025, reflecting the rapid development of AI infrastructure that has driven demand for memory chips, further solidifying its market position.
- Strategic Expansion Plans: SK hynix announced the establishment of an AI solutions firm called AI Company in the U.S., aimed at identifying new AI growth engines, demonstrating its commitment to future technological advancements and investment strategies.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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