Zhi Tong Cai Jing·2026-01-29 03:33Core Viewpoint - SK Hynix has secured approximately 70% of NVIDIA's latest AI and high-performance computing platform Vera Rubin's high bandwidth memory (HBM) orders, significantly exceeding market expectations of 50% [1] Group 1: Market Position - SK Hynix's share of the global HBM4 market is projected to reach 54% by 2026, with Samsung and Micron following at 28% and 18% respectively [1] - NVIDIA and AMD have completed quality testing for Samsung's HBM4 products, indicating competitive dynamics in the market [1] Group 2: Financial Performance - SK Hynix reported record high revenue and operating profit for Q4 2025, driven by the rapid growth in demand for storage chips due to AI infrastructure development [1] Group 3: Strategic Initiatives - SK Hynix plans to establish an AI solutions company in the U.S. to explore new growth opportunities in the AI sector [1] - The company is set to become the exclusive supplier of advanced storage chips for Microsoft's new AI chip Maia 200 [1]