SK hynix
Leading maker of high-bandwidth memory (HBM), the fast memory stacked beside every AI GPU.
- Revenue
- 76% operating margin in Q2 2026. 50% of the memory market
- Growth
- Record 47.21 trillion won (about $33.1B) operating profit in 2025, more than double 2024
- Based in
- Icheon, South Korea
- Founded
- 1983
- Listed
- Public (000660)
UBS estimates it supplies about 70% of Nvidia's HBM4 needs in 2026 (reported).
Memory is boom and bust, and its market share fell sharply in a single year (from 64% to 50%, reported).
Money coming in
Who pays SK hynix, and for what.
buys high-bandwidth memory for its Rubin-generation GPUs
old.media-azi.md
Money going out
Who SK hynix pays to do what it does.
No suppliers of SK hynix mapped yet.
Where it sits on the map
Competitors and neighbours
Makes memory chips, including high-bandwidth memory for AI, and contract chips in its foundry.
33% of the AI memory market (Q2 2026)
Open profileMakes most of the world's most advanced chips, including nearly all the AI GPUs from Nvidia and AMD.
Up to $54.3B sales in one quarter. Profit up 69%
Open profileMakes the testers that check AI chips and memory before they ship.
About 1.13 trillion yen for fiscal 2026, up about 45% (reported)
Open profilePackages and tests chips for AI, including the 2.5D and fan-out packaging that joins GPUs to memory.
Record $1.68B in Q1 2026, with advanced products $1.37B up 29%
Open profileMakes the etch and deposition machines used to build AI memory and advanced chips.
$6.72B in fiscal Q4 2026 (reported late July 2026), up 30%
Open profileMakes DRAM and high-bandwidth memory for AI servers, and is one of three main memory makers.
Record $41.46B in fiscal Q3 2026 (reported)
Open profileThe only company that makes the extreme ultraviolet machines that print the smallest chip patterns.
Raised guidance three times this year. Customers asking about 2029 and 2030
Open profileThe largest outsourced chip packaging and testing firm, expanding its advanced packaging for AI.
Assembly, testing and materials revenue up nearly 30% to a record in Q1 2026
Open profileMakes CPUs and runs Intel Foundry, which is trying to become a contract chipmaker for others.
The US government holds a 9.9% stake (since August 2025)
Open profileSources: v.daum.net, old.media-azi.md
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