Semiconductors · Memory · HBM

SK hynix

The leader in HBM (high-bandwidth memory), supplying the memory inside AI accelerators on a near-exclusive basis. Revenue is heavily concentrated in a few AI-chip customers; cost flows to HBM bonding-equipment suppliers.

000660.KS Updated 2026-06-19

Money in ▸NVIDIA●Revenue share ~27%Broadcom●Apple●Google◐AMD◐Marvell◐Meta Platforms◐Amazon◐

SK hynix₩97.1T

▸ Money outHanmi Semiconductor●Contract value ₩44.2B ASMPT●Supply share ~50%ASML●Hanwha Semitech◐BESI◐

Financials & Segments

Total revenue · ₩97.1T (FY2025 consolidated)
Operating profit · ₩47.2T
Net income · ₩42.9T
Customer concentration · Largest single customer NVIDIA ~27% (1H2025 consolidated, ~₩11T)
Segments · Semiconductors(>90%)

Revenue from

NVIDIA High confidence· Revenue share ~27% · 1H2025 · consolidated · ≈₩11T
HBM, DRAM, NAND. 2026 capacity effectively sold out.
Mentions KO DART (FSS Electronic Disclosure) Published Mar 17, 2026: "SK business report (primary): major customers are set by monthly/quarterly agreement, names not disclosed. Semiconductors are 90%+ of revenue, FY2025 revenue about ₩97.1T, with world-first HBM4 mass production and customer shipment. The name 'NVIDIA' is inferred from media, not disclosed in the filing."
Confirms EN SEC EDGAR Published Feb 26, 2026: "NVIDIA 10-K (FY2026): "We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung." Buyer-side primary filing confirming SK hynix to NVIDIA memory supply."
Confirms EN TrendForce Published Aug 18, 2025: "NVIDIA accounts for about 27% (~₩11T) of SK hynix's 1H25 consolidated revenue."
Confirms KO Aju Business Daily Published Aug 18, 2025: "First-half revenue from the single major customer (NVIDIA) was ₩10.8906T, about 27% of consolidated revenue."
Confirms EN Notebookcheck Accessed Jun 19, 2026: "SK hynix has effectively sold out its 2026 capacity to NVIDIA orders."
Broadcom High confidence
Supplies HBM at large scale for Broadcom's custom AI accelerators.
Confirms KO The Elec Published May 20, 2025: "SK hynix supplies HBM to Broadcom at large scale."
Apple High confidence
Supplies iPhone memory (LPDDR/NAND) to Apple.
Confirms KO Korea Economic Daily Published Dec 21, 2025: "The iPhone gets LPDDR from all three memory makers: Samsung, SK and Micron."
Google Medium confidence
HBM/memory demand for AI cloud.
Mentions EN Notebookcheck Accessed Jun 19, 2026: "Global AI clients (NVIDIA, Google, and others)."
AMD Medium confidence
HBM customer for AI accelerators.
Mentions EN Notebookcheck Accessed Jun 19, 2026: "Supplies HBM to global AI customers such as NVIDIA and Google."
Marvell Medium confidence
Custom HBM collaboration for Marvell's custom AI chips.
Confirms KO Korea Economic Daily Published Dec 11, 2024: "Marvell works with Samsung and SK hynix on custom HBM."
Meta Platforms Medium confidence
Supplies HBM for Meta's MTIA (288GB) and data-center memory.
Confirms EN Tom's Hardware Accessed Jun 20, 2026: "MTIA 400 carries 288GB of HBM at 9.2 Tbps."
Amazon Medium confidence
Supplies HBM3e for Amazon’s Trainium3 (144GB) and data-center memory.
Confirms KO Global Economic Published Dec 3, 2025: "Trainium3 carries 144GB of HBM3e."

Pays to

Hanmi Semiconductor High confidence· Contract value ₩44.2B · 2026-06-08 · Single-supply contract (latest)
HBM TC bonder. Four single-supply contracts in the past year (₩42.8B→₩1.6B→₩9.7B→₩44.2B), up to 7.66% of Hanmi's revenue.
Confirms KO DART (FSS Electronic Disclosure) Published Jun 8, 2026: "Counterparty SK hynix, contract value ₩44,200,000,000, 7.66% of Hanmi's recent revenue, starting 2026-06-08."
Confirms KO DART (FSS Electronic Disclosure) Published Jan 14, 2026: "Counterparty SK hynix, contract value ₩9,650,000,000, 1.73% of Hanmi's recent revenue, starting 2026-01-14."
Confirms KO DART (FSS Electronic Disclosure) Published Nov 14, 2025: "Counterparty SK hynix, contract value ₩1,567,500,000, 0.28% of Hanmi's recent revenue, starting 2025-11-14."
Confirms KO DART (FSS Electronic Disclosure) Published May 16, 2025: "Counterparty SK hynix, contract value ₩42,812,000,000, 7.66% of Hanmi's recent revenue, starting 2025-05-16."
Confirms EN The Elec Accessed Jun 19, 2026: "Hanmi Semiconductor signed a TC bonder (Griffin) supply contract with SK hynix for HBM4."
ASMPT High confidence· Supply share ~50% · 2026
HBM4 TC bonder. About half of current orders.
Confirms EN TrendForce Published Dec 12, 2025: "ASMPT supplies about half of SK hynix's roughly 50 HBM4 TC bonders."
ASML High confidence
Buys EUV lithography from ASML (a major customer).
Confirms EN Seoul Economic Daily Published Apr 17, 2026: "Samsung and SK secured two-thirds of ASML's 2025 EUV shipments."
Hanwha Semitech Medium confidence
Entering TC bonder supply.
Mentions EN TrendForce Published Dec 12, 2025: "Hanwha Semitech entered the TC bonder supply chain this year."
BESI Medium confidence
Expanding bonder share.
Mentions EN TrendForce Published Dec 12, 2025: "BESI and ASMPT are gaining share from Korean suppliers."

← All companiesMarkdown · JSON