Hynix does around ~580,000 DRAM wafers per month that around 60% of are HBM, so somewhere around ~350,000 HBM wafers per month.
Samsung is on around 700,000 DRAM wafers per month but only around 200,000 HBM wafers which are mostly HBM3E
AI eats all the HBM4 supply for big money.
That's why Hynix are bigger, momentarily.
No that's not a good enough reason, Samsung makes HBM4 too, and has better access to production on their own advanced facilities.
As I already stated, Hynix may have better profits right now, but no doubt Samsung can match that, and when the RAM craze is over, Samsung is in a 100 times better position.
Hynix is not worth more than Samsung in reality, this is just another AI craze without a basis in reality.
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Edit:
Shitty article/headline claiming that SK Hynix is worth more than Samsung, when in reality it's only Samsung Electronics.
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That won't last for long I think.
Just Samsung electronics had more than 5 times higher revenue in 2024. with $ 220 billion USD against $ 42 billion USD for SK Hynix.
Or profits of ₩43.6 trillion against ₩19.8 trillion for SK Hynix. And RAM was already very lucrative in 2024!
And apart from that Samsung has 5 other major subsidiaries that are significant on a global scale.
SK Hynix may make more money right now, but that's not gonna last for long, the AI bubble will burst, and even if it doesn't, Samsung is a reputable RAM maker too. And China is moving up on RAM production now.
In short, I personally wouldn't touch SK Hynix stock if it's valued higher than Samsung that has world leading products in several segments of several industries.
But of course if you read the article , you can see the actual comparison is to Samsung ELECTRONICS, and not Samsung as stated in the headline. What a shitty headline! 🤡
But even against Samsung Electronics SK Hynix doesn't deserve to be worth more, according to the article it's mostly based on HBM memory, which Samsung makes too, and Samsung was even first to make HBM4 memory!!
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