The biggest winner of the AI arms race? A full analysis of the underlying logic behind SK Hynix's 13x surge

Friends, if 2024 to 2026 is the golden age of AI chips, then SK Hynix is the biggest water seller of this era! And right now, Gate is running a promotion that lets you take away 2 shares of SK Hynix stock at zero cost. How sweet is this opportunity? Let's break it down from macro and industry perspectives!

First, a big backdrop—the global AI arms race has entered a white-hot stage. NVIDIA's GPUs are in short supply, and tech giants like Google, Microsoft, and Meta invest hundreds of billions of dollars every year in building AI data centers. The core bottleneck of these AI systems is not the computing chip itself, but memory bandwidth! That's right, the key component that makes AI run fast is the HBM high-bandwidth memory produced by SK Hynix.

SK Hynix currently holds a 70% to 80% market share in the HBM market. What does that mean? It means the entire AI industry's memory supply lifeline is in its hands. Its client list is ridiculously luxurious—NVIDIA, Google, Amazon, Meta… each of these names is a trillion-dollar tech giant. And according to the latest news, all of SK Hynix's production capacity for 2026 has already been fully booked, with orders lined up three years ahead!

Now look at the financial data: in the first quarter of 2026, SK Hynix's revenue reached 52.58 trillion South Korean won, a staggering 198% year-over-year increase! Operating profit margin exceeded 70%, and earnings per share beat expectations by 41.62%. What level is this? This is no ordinary tech company—it's a money-printing machine!

More importantly, SK Hynix announced that it will list ADRs on NASDAQ, planning to raise $29.4 billion. This is the world's second-largest IPO after SpaceX! As soon as the news broke, its stock price surged, rising over 13% in a single day, with the latest quote heading straight to 2.91 million South Korean won, a new high. Analysts generally expect the valuation to increase by another 20% or more after listing on US stocks.

From a macro cycle perspective, global liquidity is ample, the Fed is in a rate-cutting cycle, and a large amount of capital is flowing into tech growth sectors. As a core target in the AI supply chain, SK Hynix is enjoying a Davis double play—explosive earnings growth coupled with valuation multiple expansion. Plus, with the ongoing US blockade of Chinese semiconductors, South Korea, as the most important chip manufacturing base outside of China, has become even more strategically significant.

So here's the thing: the 2 shares of SK Hynix that Gate is giving you for free are essentially a first-class ticket to the AI revolution's wealth feast. Don't miss out on a freebie—if you take it, you'll profit! #0成本拿2股SK海力士