SK hynix
SK hynix is a South Korean memory-chip maker whose DRAM, and above all its high-bandwidth memory (HBM) stacked beside AI processors, sells mainly to US tech companies building AI data centers.
More than half of all AI memory comes from SK hynix.
HBM chips are stacked next to AI processors, so its fortunes now follow AI data-center spending.
How big is SK hynix?
Three-quarters from DRAM, including AI memory.
- DRAM77%₩74.9T
- NAND flash21%₩20.7T
- Other2%₩1.6T
Stack memory. Feed AI chips.
- 1DRAM and NAND wafers
- 2DRAM into HBM
- 3To AI chip buyers
HBM is made to order for a few AI chip customers under long-term agreements, which smooths a famously cyclical business.
- Others62.58%
- SK square20.5%
- National Pension Service8.06%
CEO: Kwak Noh-Jung
- 1983Hyundai Electronics enters memory chips
- 2001Restructured and renamed Hynix
- 2012SK Telecom buys control; renamed SK hynix
- 2013World's first HBM launched
- 2021Intel NAND business acquired (Solidigm)
Every number on this page comes from SK hynix's own reports.
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