SK Hynix Inc. (NASDAQ: SKHY / KRX: 000660) is the world’s second-largest memory chipmaker and the undisputed powerhouse behind the artificial intelligence hardware boom. Holding a dominant 50% market share in High Bandwidth Memory (HBM), the South Korean tech giant serves as the foundational pillar for AI giants like NVIDIA, co-developing next-generation standards like HBM4 to fuel advanced AI models.
Core Business Architecture
- DRAM Leadership: Dynamic Random Access Memory (DRAM) accounts for 60% to 70% of total company revenue. This includes ultra-fast server memory, mobile, and specialized graphics processing units (GPUs). [1, 2]
- NAND Flash & Storage: Accounting for 30% to 35% of revenue, the firm solidified its global footprint by absorbing Intel’s NAND business in 2021. It manufactures Solid State Drives (SSDs) and multi-chip packaging. [1, 2]
- Foundry and CIS: SK Hynix maintains active non-memory semiconductor pipelines, developing complementary metal-oxide-semiconductor (CMOS) image sensors for smartphones and automotive tech. [1]
SK hynix will unveil its next-generation artificial intelligence (AI) memory solutions at CES 2026 Tuesday, showcasing its latest high-bandwidth memory (HBM) product, a 16-high 48-gigabyte HBM4, for the first time in the world.
The latest memory chip is a successor to the 12‑high 36-gigabyte HBM4 that delivers a data rate of 11.7 gigabits per second. The chip development is on track to meet consumer timelines.
At its CES 2026 booth, the company also displayed a graphics processing unit (GPU) module equipped with 12-high 36-gigabyte HBM3E for Nvidia’s latest AI server units to demonstrate how the memory operates within a real AI environment. The 36-gigabyte 12-high HBM3E is SK hynix’s flagship product currently leading the global market.