#0成本拿2股SK海力士 SK Hynix is a core leader on the AI memory track, with HBM technology leading globally and market share firmly in first place, deeply integrated with top tech companies like NVIDIA and Microsoft, boasting a strong and scarce moat. The company navigates industry cycles, delves deeply into high-end storage against the trend, sets consecutive revenue records, sees sustained strong stock price growth, and has reached the top market cap in South Korea. With the current explosion in AI computing demand and a long-term shortage in HBM supply and demand, high-margin products continue to drive profitability. Coupled with capacity expansion and overseas financing strategies, its growth certainty is strong, with valuation still having upside potential—making it a high-quality core target in the semiconductor sector.