US markets
Por sesgo · 1 takes across the edition
CNBC · United States · SK Hynix overtakes Samsung in market cap for the first time in 26 years
Frames the market-cap flip for a US audience through the Nvidia AI-chip supply chain: SK Hynix supplies the HBM3e memory embedded in every H100/H200 GPU; its +347.7% YTD gain reflects the market pricing in AI infrastructure as the dominant technology mega-trend.
“SK Hynix supplies the HBM3e in every H100/H200 — its 347% rally prices in the AI infrastructure boom.”