HBM (high-bandwidth memory)
HBM4 mass shipments began in Q2 2026 and production ramps through the second half.
The numbers
What it is
Stacked DRAM sold to AI accelerator makers, the main driver of SK hynix's earnings since 2024. The company says it ranked first in HBM by revenue in the first quarter of 2026. HBM4 is in mass shipment, and HBM4E completed sample shipments in the first half of 2026.
Why it matters to the stock. HBM carries a higher price per bit than standard DRAM and is sold under multi-year supply agreements. Traders watch HBM share, the HBM4 ramp and qualification news from GPU makers.
News
SK hynix closes down 10.1% in Seoul on CXMT claim and heavy foreign selling
SK hynix's Seoul shares closed 10.09% lower at 1,443,000 won on October 13, Samsung Electronics fell 7.39%, and the KOSPI closed down 5.46% at 6,035.35.
SK hynix shows Vera Rubin-linked HBM4 and SOCAMM2 at TSMC OIP and wins TSMC partner award
At the TSMC OIP Conference in Santa Clara on September 23, SK hynix displayed a Nvidia Vera Rubin superchip setup with 12-layer 36GB HBM4 and 96GB SOCAMM2 modules mounted on it.
SK hynix shows high-bandwidth flash, PIM and SALT-KV at AI Infra Summit 2026
At AI Infra Summit 2026 in Santa Clara (September 15 to 17), SK hynix showed high-bandwidth flash (HBF), its AiMX accelerator card and PIM products, and a software method called SALT-KV that places LLM cache data across HBM, DRAM and SSD.
SK hynix 2026 Future Forum sets out full-stack AI memory strategy
At its 2026 Future Forum on September 8 at the Icheon campus, SK hynix said it wants to move beyond selling memory devices and become a full-stack AI memory creator that co-designs systems with partners.
SK hynix board approves 54.3 trillion won for Yongin Y2 DRAM fab and Cheongju M17 NAND fab
SK hynix's board approved 35.2 trillion won for the Yongin Y2 fab, a DRAM plant that will make HBM and other next-generation DRAM, and 19.1 trillion won for the M17 NAND fab in Cheongju.
SK hynix Q2 2026 revenue hits record 79.3 trillion won; operating profit 60.5 trillion won at 76% margin
SK hynix reported preliminary, unaudited second-quarter 2026 results on July 29: revenue of 79.32 trillion won, up 257% from a year earlier and 51% from the prior quarter, and operating profit of 60.54 trillion won, a 76% margin.
SK hynix market value reaches 2,080 trillion won, ahead of Samsung Electronics
SK hynix closed at 2.92 million won on June 22, 2026, giving it a market value of about 2,080 trillion won.
Hanmi Semiconductor wins 44.2 billion won bonder order from SK hynix
Hanmi Semiconductor said it won an order from SK hynix for thermo-compression bonders worth 44.2 billion won, about $28.7 million, reported June 8, 2026.
Nvidia and SK hynix sign multiyear next-generation memory partnership
On June 7, 2026, Nvidia announced a multiyear technology partnership with SK hynix to develop next-generation memory aligned with its AI infrastructure roadmap.
SK hynix posts record Q1 2026 operating profit of 37.6 trillion won
SK hynix reported first-quarter 2026 revenue of 52.5763 trillion won and operating profit of 37.6103 trillion won, a 72% operating margin.
SK hynix reports record FY2025 operating profit of 47.2 trillion won
SK hynix reported full-year 2025 revenue of 97.1467 trillion won and operating profit of 47.2063 trillion won, a 49% operating margin.
Industry sources say SK hynix holds about two-thirds of Nvidia's HBM4 volume
A Korea JoongAng Daily report, citing unnamed industry sources, said SK hynix has about 67% of Nvidia's HBM4 volume for next-generation Vera Rubin platforms in 2026.