Economy
If the AI Boom Collapses, It Won't Be Because of Nvidia — Is SK Hynix the Global AI Infrastructure's Hidden Single Point of Failure?
SK Hynix dominates the global HBM market with a 62% monopoly, becoming the critical bottleneck for global AI infrastructure. With operating profits of 4.7 trillion won and supplying 70% of NVIDIA HBM4 demand, the company faces the paradox of being simultaneously the greatest beneficiary and the greatest risk to AI's future.