L4 · ToolsMemory / HBM⬦ ChokepointSouth Korea000660.KS

SK Hynix

The HBM market leader and Nvidia's primary HBM supplier

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L4 Tools · Memory / HBM · 000660.KS · South Korea · chokepoint

SK Hynix

The HBM market leader and Nvidia's primary HBM supplier

RSS
Links
20
Deals from filings
0
Exposed if it fails
8
47 within 2 steps
It depends on
9
19 within 2 steps
Share of global DRAM revenue (TrendForce)
24.9%
Q2 2026
Share of HBM revenue (IDC, as stated in SK hynix's SEC prospectus)
56.4%
Q1 2026

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

SK Hynix is the world's #1 HBM maker and the lead supplier of HBM3E to Nvidia, having qualified first on 8-hi and 12-hi HBM3E and taken the majority of the AI-memory profit pool in 2024-2025. It holds roughly half of the HBM market and its entire HBM output has been sold out through 2025 with 2026 volumes largely pre-committed. SK Hynix is racing Samsung and Micron on HBM4 (partnering with TSMC on the logic base die) and its MR-MUF stacking process has been a key yield and thermal advantage over competitors.

Key facts

from its map entry
HBM market share
~50%+ (leader)
Key customer
Nvidia (primary HBM3E supplier)
Process edge
MR-MUF stacking
HBM4 base die
Partnering with TSMC

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Connections20 links

Pulled 28 Oct 2026 · AI Systems Map links

Its suppliers

8

Who depends on it

7

Backed by

1

Partners

2

Rivals

1

Compare two: what SK Hynix shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Market share2 segments

Pulled 28 Oct 2026 · SK hynix Inc. prospectus (Form 424B4) · dated 10 Jul 2026 · 1 more source

DRAM

Q2 2026 · TrendForce

Share of global DRAM revenue

  • 39.4%
  • 24.9%
  • 23.3%
  • Others12.4%
Exact text in the source
  • “The company ranked first with a market share of 39.4%.”Samsung paragraph
  • “Its 2Q26 revenue increased 37.9% QoQ to $38.59 billion, while market share edged down to 24.9%.”SK hynix paragraph
  • “Micron continued to prioritize higher-priced server DRAM in its product mix amid capacity constraints. Revenue rose 65.5% QoQ to $36.0 billion in 2Q26, lifting its market share slightly to 23.3%.”Micron paragraph
DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce, 7 Sep 2026 ↗

HBM

Q1 2026 · IDC, as stated in SK hynix's SEC prospectus

Share of HBM revenue

  • 56.4%
  • Others43.6%
Exact text in the source
  • “In the HBM market, we were ranked first globally based on revenue with a market share of 56.4% in the first quarter of 2026, according to IDC.”Prospectus summary
SK hynix Inc. prospectus (Form 424B4), 10 Jul 2026 ↗

Other segments with sourced shares: Foundry (Q2 2026) · Cloud infrastructure (Q2 2026) · Enterprise LLM APIs (2025). Open All of AI to see every segment.

To source next

segment · players already in the graph
  • Lithography

Shares are estimates by the firm named on each card, for the period shown, unless a company's own filing states them. Different firms measure differently, so shares from different cards are not compared or added. “Others” is 100 minus the shares listed.

Data sources4 sources

SourceFeedsData datedPulledPulled againStatus
Market quote (Yahoo Finance, unofficial)36030 Oct 202630 Oct 2026, 12:46 EDTdailyfresh
SK hynix Inc. prospectus (Form 424B4) ↗1 quoted passage · sec.govMarket share10 Jul 202628 Oct 2026when a new document is filedread from the document
DRAM Industry Revenue Rises 59.5% QoQ in 2Q26 as Supply Expansion Continues to Lag Demand Growth, Says TrendForce ↗1 quoted passage · trendforce.comMarket share7 Sep 202628 Oct 2026when a new document is filedread from the document
AI Systems Map links20 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.