SK Hynix
The HBM market leader and Nvidia's primary HBM supplier
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.
HBM market share
~50%+ (leader)
Key customer
Nvidia (primary HBM3E supplier)
Process edge
MR-MUF stacking
HBM4 base die
Partnering with TSMC
How it fits the stack
SK Hynix with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
SK Hynix in the AI stack. SK Hynix with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 18 entities, 18 relationships
- SK Hynix —supplies→ Advantest
- SK Hynix —supplies→ Applied Materials
- SK Hynix —depends on→ ASML Holding
- SK Hynix —supplies→ ASML Holding
- SK Hynix —supplies→ KLA Corporation
- SK Hynix —supplies→ Kokusai Electric
- SK Hynix —supplies→ Lam Research
- AMD —supplies→ SK Hynix
- DRAM —manufactures→ SK Hynix
- HBM4 —manufactures→ SK Hynix
- High-Bandwidth Memory (HBM) —manufactures→ SK Hynix
- NAND Flash —manufactures→ SK Hynix
- Nvidia —supplies→ SK Hynix
- TSMC CoWoS (Chip-on-Wafer-on-Substrate) —sources→ SK Hynix
- SK Hynix —competes with→ CXMT (ChangXin Memory)
- SK Hynix —partners with→ Powertech Technology (PTI)
- SK Hynix —partners with→ TSMC (Taiwan Semiconductor Manufacturing Company)
- SK Hynix —invests in→ South Korea (K-Chips / HBM policy)
Depends on ↑ · 9
Feeds ↓ · 7
Context — capital, rivals, policy · · 4