SK Hynix overtakes Samsung to become Korea's most valuable company - TradingView

SK Hynix has overtaken Samsung to become South Korea's most valuable company, highlighting a significant shift in the global semiconductor landscape. As a leading memory chip manufacturer, SK Hynix ha... Read original →

SK Hynix surpassing Samsung in market cap reflects the AI-driven memory technology inflection point. Its leadership in 1β-node DRAM and 238-layer 3D NAND has secured a dominant position in HBM3E supply, forcing Samsung to accelerate GAA transistor adoption in DRAM—a move that intensifies competition for EUV and ALD tools. Geopolitically, U.S.-led export controls have raised input costs by ~12%, but SK Hynix faces heightened scrutiny due to its Wuxi fab (over 40% of total capacity). Samsung will likely retaliate with aggressive pricing in server DRAM, though its logic chip division constrains capital efficiency. Over the next 18 months, integration depth with CXL-based memory ecosystems will dictate valuation trajectories; without achieving >90% TSV stacking yield by 2027, SK Hynix’s current lead may prove unsustainable.