Semiconductor market trends suggest NAND and DRAM pricing stabilization could support upside momentum. There is skepticism about Nvidia’s aggressive capital allocation, with some worrying that acting as an “investor of last resort” poses sustainability questions for future margins or returns. HBM, a product that everyone who invests in stocks knows now. SK Hynix is the product that contributed the most to becoming the world's No. 1 DRAM. Since HBM is five times higher than regular DRAM, SK Hynix, which monopolized 75% of HBM supplied to Nvidia, beat Samsung Electronics, which cannot supply it, to take the top spot in the DRAM market. However, it took no less than 10 years for this HBM to see the light, and it is no exaggeration to say that it is a product made with the blood and sweat of engineers. The sk hynix current stock price climbed to 123,350 KRW on speculation about potential government incentives for semiconductor expansion. Policy support could materially improve long-term capital projects and revenue pipelines.