SK Hynix Stock Surge: $1 Trillion Market Cap and HBM Momentum Analysis
SK Hynix surpassed a $1 trillion market cap as its stock hit a record high of 2.35M KRW, driven by HBM demand. Its market leadership is further strengthened by the new 'iHBM' cooling technology.
SK Hynix Surpasses $1 Trillion Market Cap with Record High Stock Prices
On May 27, 2026, SK Hynix achieved a major milestone in the semiconductor industry with unprecedented strength in the stock market. The company's stock price surged between 9% and 15% compared to the previous trading day, touching an intraday high of 2,350,000 KRW and setting a new all-time high (Source: Hankyung, 2026-05-27). The most notable achievement is the explosive increase in its market capitalization. Through this stock surge, SK Hynix officially entered the $1 trillion (over 1,500 trillion KRW) market cap club, becoming the second South Korean company after Samsung Electronics and the third Asian company overall to reach this mark (Source: Chosun Ilbo, 2026-05-27).
A key trigger behind this record-breaking rally was a report by global investment bank UBS, which significantly raised the price target for Micron Technology. As the global capital market reevaluates the value of memory semiconductors as a core asset for building AI infrastructure, massive net buying by foreign investors has poured in, driving the stock price upward.
Unveiling Next-Generation 'iHBM' Technology and Strengthening Market Dominance
SK Hynix is solidifying its market leadership based on its technical superiority in the High Bandwidth Memory (HBM) sector. On May 26, 2026, SK Hynix unveiled 'iHBM', a next-generation packaging technology designed to fundamentally resolve the chronic heating issues of HBM (Source: Yonhap News, 2026-05-27).
- Core of iHBM Technology: An innovative process that directly embeds Internal Cooling Elements (ICE) inside the memory chips.
- Expected Effect: Improves thermal resistance by over 30% compared to existing products, maximizing system stability in ultra-high-performance AI computing environments (Source: TheLec, 2026-05-27).
- Application Schedule: Scheduled for full application starting with the next-generation flagship product, HBM5.
Furthermore, SK Hynix maintains an overwhelming market share within the supply chain of its core client, Nvidia, and is entering a full-scale mass production system for its next-generation HBM4 products starting in the second quarter of 2026. The rapidly expanding demand for AI semiconductors and the revaluation trend across the memory sector are expected to support SK Hynix's structural earnings growth and corporate value appreciation in the long term.