The article compares AMD, which designs data center GPUs and consumer CPUs, with SK Hynix, a memory maker of DRAM, NAND and high-bandwidth memory for AI. AMD posted FY 2025 revenue of nearly $34.6 billion, up about 34.3%, and is deploying 6 gigawatts of GPUs with OpenAI, though it faces customer concentration risk and depends on third-party manufacturers such as Taiwan Semiconductor Manufacturing Company. SK Hynix reported revenue of close to $72.9 billion, up about 46.8%, net income of about $32.2 billion and a 44.2% net margin, but the memory industry is cyclical and it competes with Samsung Electronics. Debt-to-equity is about 0.1x for AMD and 0.2x for SK Hynix, and the article says SK Hynix looks cheaper on forward P/E.
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