What SK Hynix makes for data centers
public · HQ Icheon, KR · skhynix.com · also known as: Solidigm
SK hynix makes DRAM, NAND flash, and high-bandwidth memory for AI servers, supplying HBM3E and ramping HBM4 for AI accelerators alongside enterprise SSDs sold through its Solidigm subsidiary. It has disclosed multi-year supply agreements with major AI customers including Nvidia.
Listing
Snapshot 2026-08-28T02:17:39Z — nightly, not real-time. · Chart on TradingView ↗
Exposure
6 parts across 1 layer · 1 constrained
Q2 2026 preliminary results cite revenue growth driven by "high-value-added products, including HBM, DRAM for AI servers, and eSSD," with HBM4 mass shipments beginning in the quarter (news.skhynix.com, July 2026).
Parts, by layer
Layer 2 — Memory & storage
| Part | Role | Confidence | Competitors | Note |
|---|---|---|---|---|
| HBMconstrained | manufacturer | inferred | BESI, Disco, Hanmi Semiconductor, Micron, Samsung Electronics | leader |
| DRAM | manufacturer | inferred | Micron, Nanya, Samsung Electronics, Winbond, CXMT | |
| Memory modules | manufacturer | inferred | ADATA, Micron, Netlist, Penguin Solutions/SMART, Samsung Electronics, Kingston | |
| CXL controllers & memory expanders | manufacturer | inferred | Astera Labs, Marvell, Microchip, Micron, Montage, Rambus | |
| NAND flash | manufacturer | inferred | Kioxia, Micron, Samsung Electronics, SanDisk, YMTC | |
| Drives | manufacturer | inferred | Kioxia, Micron, Phison, Samsung Electronics, SanDisk, Seagate |
Latest feed
- SK hynix Indiana fab breaks ground as new hub for US AI innovation — newsroom:sk-hynix, 2026-08-28SK hynix broke ground on its new fabrication facility in Indiana, aiming to establish a local base for AI memory production.
- SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI” — newsroom:sk-hynix, 2026-08-28SK hynix held a groundbreaking ceremony for its HBM production facility in Indiana.
- SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI” — newsroom:sk-hynix, 2026-08-28SK hynix held an event to begin building a new production facility for HBM in Indiana.
- SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI” — newsroom:sk-hynix, 2026-08-28SK hynix began construction of an HBM production facility in Indiana as part of a new US-Korea AI effort.
- SK Hynix weighs closer ties with Kioxia in NAND — DigiTimes, 2026-08-28SK Hynix is considering a stronger partnership with Kioxia Holdings concerning NAND flash, signaling an extension of its US expansion strategy into this competitive memory area.
- SK Hynix breaks ground on US$4 billion Indiana plant that will package, not make, HBM — DigiTimes, 2026-08-28SK hynix initiated construction on a US$4 billion advanced packaging facility in Indiana dedicated to handling High Bandwidth Memory (HBM).
- China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix — Tom's Hardware, 2026-08-27YMTC aims to become the world's largest NAND flash producer by 2027, surpassing market leaders Samsung and SK hynix.
- SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI” — newsroom:sk-hynix, 2026-08-27SK hynix is constructing a new advanced packaging production base in Indiana to support HBM manufacturing.
- SK hynix Holds Groundbreaking Ceremony for HBM Production Base in Indiana, “Beginning a New Future for US-Korea AI” — newsroom:sk-hynix, 2026-08-27SK hynix is investing over $4 billion in an Indiana fab to establish U.S.-based mass production of next-generation HBM starting in the second half of 2029.
- SK hynix Presents a Full Lineup of Memory Solutions Optimized for AI Infrastructure at DTF 2026 — newsroom:sk-hynix, 2026-08-26SK hynix showcased a comprehensive range of memory solutions optimized for AI computing infrastructure at the DTF 2026 conference.
Verification: enriched, last verified 2026-08-27. Sources: www.skhynix.com · news.skhynix.com.· Markdown · JSON