AI Memory Demand Lifts SK Group Valuation as Nvidia Ties Stay in Focus

DigiTimes reports that SK Group's listed subsidiaries reached KRW2,019.6 trillion in combined market value after a 2.5% daily gain, with AI memory demand and Nvidia's engagement with SK Hynix cited as key drivers. The valuation move is not a component quote, but it is a useful sentiment signal around how strongly the market is pricing SK Hynix's AI-memory position. For RamTrend, the read-through remains supportive for HBM and high-end DRAM expectations. If investors continue to treat Nvidia-related demand as durable, suppliers with tight AI-memory capacity may retain pricing leverage, while downstream buyers face a market where premium memory allocation stays strategically important.