SK Hynix is the dominant supplier of HBM (High Bandwidth Memory) for AI accelerators, with NVIDIA as anchor customer and AMD/custom ASIC programs adding volume. HBM3E and HBM4 transitions extend the technology lead vs Samsung and Micron. Capacity is sold out through 2026 with pricing power, and HBM mix shift is structurally margin-accretive. Korean Value-Up program adds capital return acceleration.
Thesis reviewed May 29, 2026
SK Hynix Inc. is headquartered in South Korea, which is currently showing moderate signals.
π°π·South Korea52NEUTRALView South Korea risk detail βπ»Semiconductors2WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| TSM | Taiwan Semiconductor Manufacturing Company | 11 | +12% | β86% | NEUTRAL |
| 005930.KS | Samsung Electronics | 11 | β | β86% | NEUTRAL |
| MU | Micron Technology, Inc. | 11 | +16% | β86% | EARLY |
| AMD | Advanced Micro Devices, Inc. | 11 | +14% | β86% | EARLY |
| WOLF | Wolfspeed Inc. | 11 | -29% | β86% | AVOID |
| ARM | Arm Holdings plc | 11 | +17% | β86% | EARLY |
| AMAT | Applied Materials, Inc. | 11 | +14% | β86% | EARLY |
Investors who hold SKHNY may also have indirect exposure through these country funds.
SK Hynix reports HBM revenue triples YoY, mix exceeds 35% of DRAM
NVIDIA Rubin platform launch confirms HBM4 supply commitment from Hynix
M15X fab expansion accelerates to capture 2027 HBM demand