SK Hynix

000660.KSsupplier

SK Hynix is the world's #2 memory manufacturer and the leading supplier of HBM (high-bandwidth memory) chips to NVIDIA. Its early bet on HBM3e production gave it a commanding market-share lead that is central to the AI accelerator supply chain.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($47.5B)

Static data (loading live financials…)

DRAM (72%)

NAND / SSD (24%)

Other (CIS, Foundry) (4%)

Segment Breakdown & Key Customers

Product Details

HBM3e35%

Industry-leading high-bandwidth memory for NVIDIA and AMD GPUs

DDR5 DRAM28%

Server and PC main memory modules

LPDDR5X15%

Mobile DRAM for smartphones and tablets

Enterprise SSDs14%

PCIe 5.0 enterprise solid-state drives

CMOS Image Sensors8%

Sensors for automotive and industrial applications

Supply Chain Relationships

Key Customers

NVIDIA Corporation

HBM3e — primary supplier

Impact: $10B+ — largest customer

Competitors

Samsung Electronics

HBM, DRAM, NAND

Impact: Primary competitor

Micron Technology

HBM, DRAM, NAND

Impact: Primary competitor

Key Suppliers

ASML Holding

EUV lithography

Impact: Critical for 1a/1b DRAM nodes

Applied Materials

Fab equipment

Impact: High

Lam Research

Etch systems

Impact: High

Macro & Market Context

반도체Sector News

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

Upcoming Catalysts

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of SK Hynix.

Company Info

Headquarters

Icheon, South Korea

Founded

1983

Employees

35,000+

Website

skhynix.com

Cascade Position

Role in Cascade

first follower

Typical Delay

0-1 trading days

SK Hynix is NVIDIA's primary HBM supplier; NVIDIA's demand outlook directly dictates SK Hynix HBM revenue expectations.

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Sector Overview — 반도체

Sector News