Korean financial press

관점별 · 2 시각 이번 호 전체

KED Global (Korea Economic Daily) · South Korea · Nvidia certifies all three memory makers for Vera Rubin HBM4, SK Hynix takes the lion's share

Korean financial coverage frames the qual outcome as widening SK Hynix and Samsung's lead over Micron in the Rubin generation, and reads the allocation split as the decisive contest of the AI-memory cycle: whoever holds the largest Rubin share captures the richest part of the accelerator bill of materials.

“Samsung and SK Hynix win Vera Rubin HBM4 slots, widening their lead over Micron.”

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Korea Economic Daily (KED Global) · South Korea · SK Hynix overtakes Samsung in market cap for the first time in 26 years

First-mover Korean-language coverage of the market-cap flip: SK Hynix +347.7% YTD at the time of overtaking; Q1 2026 operating profit of ₩52.6T ($37.6B), operating margin 72%, above Nvidia's 65%; details the Honam/Gwangju megacluster announced June 24, with formal signing expected June 29.

“SK Hynix Q1 margin reached 72%, topping Nvidia's 65%, and then it surpassed Samsung's market cap.”

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