The article compares Broadcom, which designs custom chips, networking gear and infrastructure software and relies on large customers, with SK Hynix, a memory maker focused on high-bandwidth memory (HBM). In its FY 2025 report, Broadcom posted revenue of nearly $63.9 billion, up about 23.9%, net income of roughly $23.1 billion and free cash flow of nearly $26.9 billion, with its top five customers accounting for about 40% of net revenue. SK Hynix reported revenue of nearly $72.4 billion, up about 46.8%, net income of nearly $32.0 billion and free cash flow of roughly $18.5 billion. The article flags SK Hynix's exposure to volatile memory prices and industry cycles, and Broadcom's customer concentration, and it concludes investors are more likely to be better off choosing Broadcom. The text is cut off before the full SK Hynix analysis.
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