SK Hynix

000660.KSKRXVerified

₩760,000+4.68%

Memory

South KoreaGeopoliticalHBM

One of the world's largest suppliers of DRAM (including HBM for AI accelerators) and NAND flash memory chips.

Icheon, South Korea

Founded 1983

Website

30-Day Price History

Suppliers

(3)

Applied Materials

HBM stacking equipment

Advantest

Memory test systems

Western Digital

DRAM and NAND flash memory

Related Bottlenecks

High Bandwidth Memory

HBM supply is concentrated among SK Hynix, Micron, and Samsung. The bottleneck persists due to low manufacturing yields of 12-layer HBM3E stacks and the synchronization of HBM delivery with TSMC's CoWoS packaging schedules. Allocation remains tight as demand from AI accelerator ramps (NVIDIA Blackwell, AMD MI325X) outpaces capacity expansions through 2025.

Source

DRAM Capacity

Standard DRAM production is concentrated in Samsung, SK Hynix, and Micron. While less acute than HBM constraints, DRAM supply remains cyclical with capacity additions requiring 18-24 month lead times. Server DRAM demand continues growing with AI workloads.