Map / Memory

SK hynix 000660

Leading HBM supplier; about 60 to 70% of Nvidia's HBM4 volume; 76% operating margin.

Compute

Chokepoints it holds

High-bandwidth memory

Depends on

ASML: EUV lithography for memory. South Korea took 43% of Q2 shipments; ASML guides memory revenue up 75%. Investing.com, 2026-07-15
Tokyo Electron: Etch, coating and packaging tools. Packaging tool sales guided up 60%; China share fell to 26.8%. NineScrolls, 2026-04-30 Our inference

Supplies

Nvidia: HBM4 for Vera Rubin. Roughly 60 to 70% of Nvidia's HBM4 volume. Tech Times, 2026-06-02

Data as of 2026-10-01. Cite as: Ye, Mike. "SK hynix" (sk-hynix). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/sk-hynix/. How to cite.