SK Hynix revenue surges as AI memory demand grows

$SKHY DRAM revenue has reportedly risen more than 5x in three years as AI demand shifted from H100 clusters toward memory-heavy $NVDA Blackwell systems.
The key issue is high-bandwidth memory supply.
HBM uses 2 to 3x more silicon per gigabyte, so every wafer redirected toward Blackwell-linked demand can remove significantly more capacity from commodity DRAM supply.
That turns memory bandwidth into one of the main constraints on AI scaling.
For SK Hynix, the bigger signal is that AI infrastructure demand is not just about GPUs anymore.
Memory supply, HBM pricing, and wafer allocation are becoming central to the economics of intelligence.