SK Hynix is the world's leading High Bandwidth Memory (HBM) manufacturer, holding ~62% global HBM3E market share as of 2026. The company is the dominant and preferred supplier of HBM3E to NVIDIA for its H100, H200, and Blackwell GPU lines, and is expected to supply ~70% of HBM4 for NVIDIA's Rubin platform. SK Hynix's M15X fab is ramping to 50,000 wafers per month of HBM capacity by Q4 2026.
SK Hynix operates in the Memory, Storage & Data (HBM) sector, tracked across Tessara's AI infrastructure intelligence platform as a component of the Memory Regime Score (MRS).
Tessara tracks SK Hynix across 85 signals in the last 30 days, providing real-time AI infrastructure intelligence including supply chain analysis, regulatory exposure, and competitive positioning. Data updated continuously from 80+ sources.