Gravity

~$70-96B/yr GROSS direct revenue — supplies the HBM the whole AI buildout needs (Nvidia primary), ~29% of DRAM revenue; gated AI-infra far larger

med confidence · as of 2026-07-26 · about SK Hynix

Sourced figures 1

stockanalysis.com income statement + board.yaml TTM revenue ~$96B (132.08T KRW); ~29% DRAM revenue; HBM chokepoint
2026-03 med

the working

Threads 1

Memory Squeeze developing

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