SK Hynix

000660.KSKRXVerified

₩908,000-14.42%

Memory

South KoreaGeopoliticalHBM

SK Hynix Inc., stylized SK hynix, is a South Korean semiconductor company and one of the 'Big Three' memory manufacturers (with Samsung Electronics and Micron) supplying DRAM (including HBM for AI accelerators) and NAND flash memory chips. Founded in 1983 as Hyundai Electronics and integrated into the SK Group in 2012, it is a major affiliate alongside SK Innovation and SK Telecom. Key customers include Microsoft, Apple, Asus, Dell, MSI, HP Inc., and Hewlett Packard Enterprise.

Icheon, South Korea

Founded 1983

Website

30-Day Price History

Suppliers

(3)

Applied Materials

HBM stacking equipment

Advantest

Memory test systems

Samsung Foundry

Collaborating to block memory hoarding in DRAM/NAND markets

Related Bottlenecks

High Bandwidth Memory

HBM supply concentrated among SK Hynix, Samsung, and Micron. Bottleneck driven by low yields on 12-layer HBM3E and TSMC CoWoS packaging capacity limits. Demand from NVIDIA Blackwell and AMD MI325X continues to outpace expansions into 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.