SK Hynix
Nvidia drives ~27% of SK Hynix total revenue as its primary HBM supplier. SK Hynix holds ~62% HBM market share and ~70% of Nvidia's HBM4 allocation, making this partnership transformative for SK Hynix's entire business trajectory.
Primary supplier of HBM3E and HBM4 high-bandwidth memory for Nvidia H200 and Blackwell GPU platforms; also collaborating on next-generation advanced memory under SK Group AI factory agreement
Notes
HBM3 supply announced March 2023. SK Group AI factory announcement October 2025 names SK hynix collaboration on advanced memory and semiconductor R&D. SK hynix holds ~62% HBM market share shipping to Nvidia.
Milestones
- SK Hynix named Nvidia's first HBM3 supplier
SK Hynix became the first in the industry to supply HBM3 DRAM to Nvidia, establishing its role as Nvidia's primary high-bandwidth memory partner entering the AI boom.
→ news.skhynix.com - Nvidia drives 27% of SK Hynix total revenue in H1 2025
Nvidia became SK Hynix's single largest customer, accounting for ~27% of all revenue in H1 2025, up from ~16% in 2024, driven by HBM3E demand for H200 and GB200 platforms.
→ www.trendforce.com - SK Group AI factory deepens advanced memory and semiconductor R&D collaboration
SK Group AI factory announcement names SK Hynix collaboration with Nvidia on next-generation advanced memory and semiconductor R&D, extending partnership beyond supply into co-development.
→ nvidianews.nvidia.com - SK Hynix ships final HBM4 samples to Nvidia ahead of mass production
SK Hynix delivers final paid HBM4 samples to Nvidia, targeting February 2026 mass production ramp, with SK Hynix securing ~70% of Nvidia's HBM4 allocation for the Vera Rubin platform.
→ www.digitimes.com