SK Hynix is taking fast action in the development of high-bandwidth memory (HBM) due to the requirement of AI memory to grow globally by data centers as has never been seen. 

According to Chairman Chey Tae-won, the company intends to produce more output and this has been described as a monster chip business that has been found to be the basis of great profitability.

Demand Surge

Technology companies in America such as Microsoft and Meta have estimated AI infrastructure spending of around $650 billion in 2026 about twice the amount as last year. This demand has wiped out all of SK Hynix 2026 HBM stock and its competitors i.e, Samsung and Micron respectively. 

According to data compiled by electronics industry tracker Omdia, Samsung Electronics’ DRAM sales increased 40.6% quarter over quarter to $19.1 billion from October to December, accounting for 36.6% of the global market, Yonhap News Agency reported.

Omdia also stated that SK Hynix held a 32.9% market share in the fourth quarter of 2025, with sales rising 25.2% quarter on quarter to $17.2 billion. SK Hynix commands 62% market share in the HBM market that it sells high band memory to Nvidia accelerator platforms that are facing acute shortages.

Profit Rocket

SK Hynix gained 6.2% to 949,000 won ($656.29), surpassing its previous intraday high of 931,000 won set on January 30. The gain followed a regulatory filing revealing that BlackRock owns 36,407,157 shares of the company, representing a 5% stake.

Analysts are now expecting a greater operating profit of over 2026 of more than $100 billion won compared with the January estimate of $70 billion won.

Chey said,

That sounds like really good news, but it could just as easily turn into a $100 billion loss.

Power Hurdles

The amount of capital that SK Hynix will spend on its capital expenditures are expected to be high in 2026 as the company will strive to cement its leadership in the HBM market, although technological shifts and the uncertainties in the supply chain are noteworthy. 

In case the interest in artificial intelligence does not subside, the company is likely to achieve significant profits, but the high volatility is likely to change its mood rather quickly.