SK Hynix HBM4 Dominance: Why This Memory Giant Controls AI's Bottleneck
SK Hynix controls 50%+ of the HBM market - the most critical bottleneck in AI computing.
Every AI chip needs high-bandwidth memory (HBM), and SK Hynix makes more of it than anyone else. With 50%+ market share in HBM and a technological lead of 6-12 months over Samsung, SK Hynix has become one of the most important companies in the AI supply chain.
HBM4, launching in Q2 2026, offers 2x the bandwidth of HBM3E. NVIDIA's next-generation Blackwell Ultra and Rubin GPUs will use HBM4 exclusively, and SK Hynix is the primary qualified supplier.
The financial implications are staggering. HBM sells at 5-8x the price per GB compared to standard DRAM, with margins estimated at 60-70%. As HBM becomes a larger share of SK Hynix's revenue mix, overall profitability is structurally improving.
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