Do Micron and SK Hynix compete?

In this catalog they are both placed on 6 of the same parts, across 1 layer: HBM, DRAM, Memory modules, CXL controllers & memory expanders and 2 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.

Which has more placements, Micron or SK Hynix?

Micron has 7 placements and SK Hynix has 6. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.

Which shared parts are supply-constrained?

HBM, DRAM. These carry a sourced constraint tag on the parts page.

Micron vs SK Hynix

Micron and SK Hynix are both placed on 6 of the same AI data center parts in this catalog, spanning layer 2. Micron appears on 7 parts in total and SK Hynix on 6. 2 of the shared parts are supply-constrained.

At a glance

	Micron	SK Hynix
Ownership	public	public
Headquarters	Boise, United States	Icheon, South Korea
Primary listing	MU	000660.KS
Market cap	992.9B USD	930.76T KRW
Parts placed	7	6
Layers covered	1	1
Units / subsidiaries	0	0
Seen in machines	2	6

Market caps are a nightly snapshot in each listing's own currency, never converted.

What the shared parts are

HBM — High-bandwidth memory stacked directly on the same package as an AI accelerator, giving the GPU or ASIC very fast, close-range access to the memory it needs to stay fed.
DRAM — Off-package system memory — DDR5 modules for host CPUs and LPDDR5X soldered near Nvidia's Grace CPU — that holds the working data a server's processors operate on.
Memory modules — The physical DIMM (or module) that packages raw DRAM die, substrate, and management circuitry into the pluggable unit a server actually sockets.
CXL controllers & memory expanders — Chips that let a server attach an extra pool of DRAM over a CXL link rather than only through the CPU's own memory channels, expanding usable capacity beyond what fits in local DIMM slots.
2 more in the table below.

The 6 parts both make

Part	Micron	SK Hynix
HBMconstrained Layer 2 — Memory & storage	manufacturer disclosed	manufacturer disclosed 62% of HBM revenue in Q2 2025, per Chosun Biz via Astute Group, 2025-09-24 -- a single-quarter figure, not a running average
DRAMconstrained Layer 2 — Memory & storage	manufacturer disclosed	manufacturer disclosed
Memory modules Layer 2 — Memory & storage	in house disclosed	manufacturer disclosed
CXL controllers & memory expanders Layer 2 — Memory & storage	manufacturer inferred	manufacturer disclosed
NAND flash Layer 2 — Memory & storage	manufacturer disclosed	manufacturer disclosed
Drives Layer 2 — Memory & storage	manufacturer disclosed	manufacturer disclosed

Only Micron

Controllers layer 2

Only SK Hynix

Every part SK Hynix is placed on is shared with the other company.

Named in the same machines

Nvidia GB300 NVL72 rack teardown

Questions

Do Micron and SK Hynix compete?: In this catalog they are both placed on 6 of the same parts, across 1 layer: HBM, DRAM, Memory modules, CXL controllers & memory expanders and 2 more. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
Which has more placements, Micron or SK Hynix?: Micron has 7 placements and SK Hynix has 6. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Which shared parts are supply-constrained?: HBM, DRAM. These carry a sourced constraint tag on the parts page.

Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.