Big Tech names like Nvidia have been on fire, thanks to the artificial intelligence boom — and other chipmakers are sharing the limelight. The supply chain for AI is extensive. It includes companies in Asia-Pacific and ranges from producers of AI graphics processing units to printed circuit boards. Memory chips in particular have been in the spotlight as AI ramps up. For example, memory with high performance and bandwidth is used in Nvidia's H100 graphics processing units.
is a type of semiconductor memory needed for data processing. But SK Hynix is a strong contender in the space: It said on March 19 that it became the first in the industry to mass produce HBM3E , the next generation of high-bandwidth memory chips used in AI chipsets. SK Hynix is already the primary supplier of HBM3 chips to Nvidia's AI chipsets. Both South Korean companies reported earnings in late April.
Pro spoke to the pros to find out. SK Hynix Trent Masters, global portfolio manager at Alphinity Investment Management, says he prefers SK Hynix. "First I think their early leadership in HBM3 stands them in good stead with customers as HBM demand continues to increase materially," he said.
's Sheila Chiang contributed to this report.
Samsung Electronics Co Ltd SK Hynix Inc SK Hynix Inc NVIDIA Corp Business News
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