Who SK hynix buys from and sells to
Korean maker of DRAM and NAND; the leading supplier of HBM for AI accelerators.
Buys from 6
- ASMLASMLEUV for leading DRAM nodes
- Applied MaterialsAMATdeposition and etch
- Lam ResearchLRCXetch and deposition
- TSMCTSMlogic base die for HBM4
- Hanmi Semiconductorthermo-compression bonders for HBM stacking
- RambusRMBSpatent licence and DDR5 interface chips
Where the chain could break
- NVIDIA alone was about a quarter of 2025 revenue
- HBM4 base die depend on TSMC; HBM stacking relies on Hanmi bonders
- Fabs concentrated in Korea plus a Wuxi, China DRAM plant under US export limits
Competes with
- SamsungDRAM, HBM and NAND, the other Korean giant
- MicronMUHBM and DRAM
- SandiskSNDKNAND and enterprise SSDs against Solidigm
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.