Semiconductors
SK hynix
SK hynix is a major semiconductor memory producer and a leading supplier of high-bandwidth memory for AI systems. Its Q1 2026 revenue surged 198% to $35.53 billion on HBM leadership, dethroning Samsung as the world's top memory chipmaker after 26 years.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by Solid Power
“Completed site acceptance testing for the SK On pilot cell line.”
SEC 8-K exhibit (0001104659-26-055631) · May 5, 2026
Mentioned by Palantir
“We have shattered the metric, a feat matched only by other fellow AI infrastructure companies NVIDIA, Micron and SK hynix.”
SEC 8-K exhibit (0001321655-26-000026) · May 4, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 76% avg. source confidence
- SK hynix Newsroom — SK hynix becomes first HBM3E supplier for Google's TPU v7p and v7e72% source confidence
- SK hynix Q1 2026 earnings report — SK hynix Q1 2026 revenue surges 198% to $35.53B on HBM leadership, first quarter above 50 trillion won82% source confidence
- Tech Times — SK Hynix dethrones Samsung as the world's top memory chipmaker after 26 years75% source confidence
Latest Activity
- NewsMemory-Chip Stocks Micron, SK Hynix Drop After China Rival’s IPO - Investor's Business DailyGoogle News — Canada Business
Dependency Map
What SK hynix depends on below, and who depends on SK hynix above — click any node to make it the new center, 3 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Emerging Signals
Advanced Memory Demand
CriticalDemand for artificial intelligence accelerators is increasing the strategic importance of advanced memory manufacturing capacity.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
Named in US DRAM price-fixing class action
32% confidenceSK hynix, alongside Samsung and Micron, was sued in June 2026 in US federal court by a group of plaintiffs alleging the three memory makers colluded to keep conventional DRAM artificially scarce, using the industry's shift toward HBM production as cover to curtail legacy DDR3/DDR4 output and drive prices up roughly 700% over four years.
This is an unproven civil complaint, not an adjudicated finding; SK hynix did not respond to press requests for comment and has not confirmed or admitted wrongdoing.
Tom's Hardware / Seoul Economic Daily · Jun 25, 2026
SK hynix's Timeline
A sourced, dated history of SK hynix's key moments — founding to present.
Jan 1983 · Founded
SK hynix was founded as a semiconductor memory producer, later becoming a critical HBM supplier for AI accelerators.
2026-Q1 · Dethrones Samsung as top memory chipmaker
SK hynix's Q1 2026 revenue surged 198% to $35.53 billion on HBM leadership, and the company dethroned Samsung as the world's top memory chipmaker after 26 years.
Jul 2026 · Shares jump 14% ahead of July 29 Q2 earnings; completes US IPO
SK hynix shares jumped 14% in a single session in late July 2026 as chip stocks rebounded ahead of its July 29, 2026 Q2 earnings call, with traders focused on HBM4 shipment volume and pricing commentary; the company also raised $28.0 billion in net proceeds from a US listing debut, earmarked primarily for new fabs in Korea (Yongin complex, Cheongju P&T7) and EUV scanner acquisitions.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
SK hynix ↔ High Bandwidth Memory
Oct 2025
SK hynix's HBM3E 12-Hi memory began shipping into NVIDIA's B300 systems, with the company holding roughly 62% HBM revenue share — the clear market leader ahead of Micron (~21%) and Samsung (~17%).
Mar 2026
SK hynix shipped the first HBM4 12-Hi samples to NVIDIA for the Rubin platform, reported as a 6-9 month lead over Samsung and Micron in the next HBM generation.
Now
SK hynix develops and manufactures high-bandwidth memory used in advanced artificial intelligence systems.
SK hynix ↔ Micron Technology
Oct 2025
SK hynix held roughly 62% HBM revenue share versus Micron's ~21%, retaining a commanding lead as the two companies (plus Samsung) consolidated into a three-way HBM oligopoly.
Now
SK hynix competes with Micron across global memory semiconductor markets.
SK hynix ↔ Samsung Electronics
Oct 2025
SK hynix's roughly 62% HBM revenue share dwarfed Samsung's ~17%, a gap that widened after Samsung's HBM3E qualification delays let both SK hynix and Micron gain ground earlier in the cycle.
Now
SK hynix competes with Samsung Electronics in advanced memory technologies.
SK hynix ↔ NVIDIA
Mar 2024 · First to volume-produce HBM3E
SK hynix became the first supplier to reach volume production of HBM3E memory, establishing an early qualification lead over Samsung, whose competing HBM3E repeatedly failed NVIDIA's thermal/power qualification tests through 2024-2025.
Mar 2025 · First to sample HBM4 to NVIDIA
SK hynix began shipping HBM4 samples to NVIDIA ahead of competitors, with production scheduled for the second half of 2025, while Samsung's overall HBM market share fell from 41% (Q2 2024) to 17% (Q2 2025) amid its qualification struggles.
Now
SK hynix supplies advanced memory products used in NVIDIA artificial intelligence computing platforms.
SK hynix ↔ High Bandwidth Memory
Oct 2025
SK hynix's HBM3E 12-Hi memory shipped into NVIDIA's B300 systems, with the company holding roughly 62% HBM revenue share as the clear market leader ahead of Micron and Samsung.
Now
SK hynix is a major producer of high-bandwidth memory for artificial intelligence computing systems.