SK hynix logo

Silicon · Starter · Independent

SK hynix

Leads high-bandwidth memory, the memory stacked beside AI chips.

80OVRStarterDraft · rated on 5 of 6

Ratings

SK hynix held about 50% of HBM in Q2 2026, down from 64% a year earlier, and still leads the memory that sits next to Nvidia's chips.

  • Dominance90draft

    Clear leader of HBM with about 50% share in Q2 2026, and 25 to 26% of DRAM.

    sourced counterpointresearch.com
  • Momentum52draft

    Its HBM share fell to about 50% in Q2 2026 from 64% a year earlier, and it lost the DRAM lead to Samsung.

    sourced counterpointresearch.comreported counterpointresearch.com
  • Leverage68draft

    Built the HBM that sits next to Nvidia's chips and still leads it with about 50% share.

    sourced counterpointresearch.com

    Network base 50, judgment +18.

  • Durability80draft

    Its named risk is Samsung's HBM4 ramp, share pressure from a rival.

    sourced counterpointresearch.com
  • Firepower92draft

    Priced a Nasdaq ADR offering of about $26.5bn in July 2026 (reported).

    sourced counterpointresearch.com
  • Deal Heatunrated

    The Atlas reports the ADR offering as priced in July 2026 and no further deal activity.

DOM 90MOM 52LEV 68DUR 80FIRE 92HEAT –

Key figures

50%HBM share about in Q2 2026, down from 64% a year earlier26%DRAM 25 to34.8%IDC had it first in 2025 DRAM at

From the Atlas key figure: HBM share about 50% in Q2 2026, down from 64% a year earlier. DRAM 25 to 26%. IDC had it first in 2025 DRAM at 34.8%. Source: counterpointresearch.com.

HQIcheon, Gyeonggi-do, South Korea
CEOKwak Noh-Jung

Profile

Leads high-bandwidth memory, the memory stacked beside AI chips.

Silicon · Memory · Starter

Key figure HBM share about 50% in Q2 2026, down from 64% a year earlier. DRAM 25 to 26%. IDC had it first in 2025 DRAM at 34.8%.

Why it leads Built the HBM that sits next to Nvidia's chips and still leads it.

What could change it Samsung's HBM4 ramp. It priced a Nasdaq ADR offering of about $26.5bn in July 2026 (reported).

sourced counterpointresearch.com

Connections

Rivals

See SK hynix and its connections on the map →

Sector standing

No. 10 of 32 rated in Silicon

  1. 9Intel81
  2. 10AMD80
  3. 10SK hynix80
  4. 12OpenAI78
  5. 13Applied Materials75

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: commons.wikimedia.org. Wikimedia Commons: public domain, with a trademark restriction. The mark is a trademark of its owner.