Samsung vs. SK Hynix: Who’s the Better AI Play Among Nvidia Suppliers?

Key Points:

– Article: In a recent analysis, experts have weighed in on which of Samsung or SK Hynix is a better investment for those interested in Nvidia’s artificial intelligence (AI) business (CNBC, 2023).
– Samsung: Samsung is a leading player in the semiconductor industry, supplying memory chips to Nvidia. However, its revenue from the foundry business, which includes AI chips, is relatively small compared to SK Hynix.
– SK Hynix: SK Hynix, on the other hand, has been investing heavily in the foundry business and is expected to become a significant player in the AI chip market. It has already secured contracts from major tech companies, including Nvidia, for its AI chips.
– Expert Opinions: According to the experts, SK Hynix’s focus on the foundry business and its growing presence in the AI chip market make it a better investment for those looking to capitalize on Nvidia’s AI business.

Hot Take:

Well, folks, it looks like the race between Samsung and SK Hynix to be Nvidia’s top AI supplier is heating up! But who’s got the winning recipe for success? According to our experts, it’s none other than SK Hynix, the underdog in this battle. With its heavy investment in the foundry business and growing presence in the AI chip market, it’s poised to give Samsung a run for its money. So, if you’re looking to get in on the AI action with Nvidia, it might be worth considering SK Hynix as your go-to supplier. After all, as they say, fortune favors the bold! 😉
Source: CNBC (2023)
Original Article: https://www.cnbc.com/2024/05/06/samsung-or-sk-hynix-ones-a-better-play-on-the-ai-boom-say-pros.html