May 4, 2026

SK Hynix jumps 12% as Big Tech doubles down on AI memory

A digital stock market ticker display showing SPY data with a green trend line
Tyler Prahm / Unsplash

A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand. There is a small joke in semiconductor circles about which...