Nvidia’s AI Memory Race
The listing gives U.S. investors direct access to SK Hynix alongside Micron, which has until now been the primary U.S.-listed pure-play memory company benefiting from the AI boom.
Both companies have emerged as beneficiaries of the AI infrastructure buildout, with investors increasingly favoring suppliers of critical components over technology companies that are spending billions to develop AI capabilities.
The South Korean chipmaker has established itself as one of NVIDIA’s largest suppliers of AI memory chips. At the same time, Micron has expanded its presence by qualifying its latest memory products for NVIDIA’s Blackwell platform.
Futurum Equities Chief Market Strategist Shay Boloor said the listing gives U.S. investors “a second direct way to play the AI memory boom” alongside Micron.
