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$AIS Portfolio Highlight 🔥
SK hynix is the top holding in AIS, the AI Infrastructure ETF. They are a key component of the AI Supercycle.
SK hynix (South Korea) is a global leader in the semiconductor industry, specializing in memory products vital to artificial intelligence (AI), cloud computing, and data-driven applications. It reported record-breaking financial results in 2025, driven by unprecedented demand for its advanced memory solutions, particularly high-bandwidth memory (HBM) chips essential for AI infrastructure.
SK hynix is forecast to maintain its industry leadership and drive strong growth through 2026 and beyond, capitalizing on global AI infrastructure expansion, robust demand for advanced memory chips, and continual innovation in DRAM and NAND technology.
Overall, SK hynix is well-positioned to benefit from the ongoing AI SuperCycle, driven by secular growth trends in data center, and edge computing markets.
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