Supply chain / Memory
SK hynix
SK hynix is a South Korean memory maker whose high-bandwidth memory (HBM) is stacked next to AI accelerators.
- Type
- Company
- Where it sits
- A leading HBM source for accelerators, so its supply feeds directly into how many GPUs can be finished.
- Constraint
- Reported in April 2026: its CFO said customer demand for DRAM and NAND exceeded its supply capability.
What we checked
- In April 2026 SK hynix's CFO was reported as saying demand was exceeding supply and that it would ramp HBM4 shipments to NVIDIA. (source)
Written by ComputeFinder from public pages on 2 October 2026. Company statements are the company's own, not independently checked, and reported items are marked as such. Not yet reviewed line by line by a second person. If something is wrong, tell us.