SK Hynix showcased 36GB HBM4 and 96GB SOCAMM2 on Nvidia’s Vera Rubin platform, demonstrating products for the GPU, CPU and storage layers of an AI rack. HBM4 serves the Rubin GPU, while SOCAMM2 supplies the Vera CPU; the company also displayed server DRAM and enterprise SSDs. Management projects PCIe enterprise-SSD demand will rise from 509 exabytes in 2026 to 1,933 exabytes in 2030, nearly fourfold growth. SK Hynix shares in Seoul closed September 28 down 5.1%. GuruFocus’s GF Value graphic placed the company’s price at $180.615 against an estimate of $124.58, a 44.98% premium, while flagging one warning sign. The opportunity ultimately depends on qualification, yields and profitable production volumes.