SK Group's Chairman Isn't Worried About Nvidia Dependence: Is That Why SKHY Is Up 8%?
benzinga_article·
- SK Group Chairman Chey Tae-won dismissed concerns over SK Hynix's exposure to Nvidia, asserting that Nvidia remains indispensable to the artificial intelligence infrastructure and ecosystem.
- Chey noted that memory demand from customers is currently explosive and nearly double what SK Hynix can supply, driven by critical needs for high-bandwidth memory.
- Prediction markets like Polymarket show traders giving Nvidia a 73 % chance of ending 2026 as the world’s most valuable company.
