Zacks Highlights SK Hynix and NVIDIA as Key AI Beneficiaries
Yahoo Finance ·
On September 2, 2026, Zacks Equity Research spotlighted SK Hynix and NVIDIA. Holding a Zacks Rank #2, South Korean semiconductor giant SK Hynix dominates the High Bandwidth Memory market with a roughly 55 percent share, acting as the primary memory supplier for AI hardware leader NVIDIA. In 2025, SK Hynix saw its annual revenue jump 42 percent year-over-year, while earnings per share more than doubled, supported by gross profit margins exceeding 70 percent. Furthermore, the company broke ground on August 27 on a 4 billion dollar HBM facility in West Lafayette, Indiana, backed by CHIPS Act funding and loans, with mass production slated for late 2029. Meanwhile, NVIDIA recently reported historic earnings, pulling in a staggering 1 billion dollars in daily revenue. Together, both firms offer Wall Street investors exceptional long-term visibility driven by booming artificial intelligence workloads and hardware demand across global data centers.
AI 시장 분석
Zacks Investment Ideas highlighted SK Hynix and NVIDIA, emphasizing the explosive growth of the AI infrastructure market. SK Hynix holds a 55% market share in HBM and is recording a high gross margin of over 70%. Investors should pay attention to long-term growth visibility, such as AI data center demand and the groundbreaking of a $4 billion HBM plant in Indiana, USA.
상승 영향
- Semiconductors — SK Hynix is directly benefiting from the surge in AI data center demand based on its 55% HBM market share and high margins of over 70%.
- AI — NVIDIA is recording steep growth with daily revenues surpassing $1 billion, leading to expanded revenues across the linked AI hardware ecosystem.
DYAX 전담 분석
With NVIDIA achieving daily revenues of $1 billion and expected rapid growth through 2028, the earnings visibility of key supplier SK Hynix has been significantly enhanced. The soaring demand for HBM to resolve memory bottlenecks in AI data centers acts as direct upward pressure on revenue and stock prices.
The bullish scenario is margin expansion through the maintenance of a monopolistic position in HBM, while the bearish scenario involves intensifying US-China trade conflicts and supply chain risks. Investors should monitor HBM shipment growth trends and the execution speed of US CHIPS Act subsidies as key indicators.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
Bullish (Long) 43% · Bearish (Short) 57%
327 participants
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