Who Supplies SK hynix? The Companies Behind Its HBM, DRAM and GDDR Memory

SK hynix makes the memory inside NVIDIA's AI chips, but it relies on a short list of suppliers to do it: ASML's EUV scanners, TSMC's logic dies, Korean wafers and bonding machines, and a steady flow of ultra-pure gases. Here's who supplies SK hynix, and who it sells to.

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Oct 13, 2026 · 5 min read

More of the high-bandwidth memory (HBM) in NVIDIA's data-center GPUs comes from SK hynix than from any other company. Each GPU carries several HBM stacks beside the processor, so when one of SK hynix's suppliers slips, it shows up a few months later as fewer AI accelerators. That's why its supplier list is worth a close look.

The short answer

On the equipment side, ASML sells SK hynix its EUV lithography scanners and Lam Research sells it etch and deposition tools. Hanmi Semiconductor, ASMPT and Hanwha Semitech build the bonding machines that stack HBM dies.

For materials, SK Siltron makes the silicon wafers and Linde and Air Liquide supply process gases. Starting with HBM4, TSMC also makes the logic die at the bottom of each memory stack.

NVIDIA is the biggest buyer of SK hynix's HBM. Cloud companies such as Microsoft buy its server DRAM and HBM for their own AI systems.

The SK hynix supply chain map lists each of these companies by tier, with tickers and exchanges.

Who supplies SK hynix's chipmaking equipment?

ASML is the biggest single supplier. Advanced DRAM now needs extreme-ultraviolet lithography, and ASML is the only company that builds EUV machines. In March 2026 SK hynix disclosed a plan to buy about 11.9 trillion won (roughly $7.9 billion) of EUV equipment from ASML by the end of 2027, which Reuters called the largest single order an ASML customer had ever disclosed. Bernstein estimates that works out to around 30 machines, split between the M15X HBM fab in Cheongju and the new Yongin semiconductor cluster.

Explore the interactive mapLive tickers, tiers, and the full supplier network

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Who supplies the gases?

Memory fabs go through huge volumes of ultra-pure gas. Linde has supplied on-site fluorine to SK hynix production sites since 2004 and has since extended the contract to more fabs. In June 2026 Air Liquide said it would invest nearly €200 million in a nitrogen plant for SK hynix's new packaging and test fab in Cheongju, due to start in late 2027.

Neon, which lithography lasers need, became a worry after Russia invaded Ukraine in 2022, because Ukraine was a major source. That year SK hynix said it would switch its neon purchases to Korean suppliers such as POSCO.

Who supplies SK hynix with logic dies for HBM4?

This link is the newest one, and it runs through TSMC. Every HBM stack sits on a "base die" that talks to the GPU. Up to HBM3E, SK hynix built that die itself. For HBM4 it moved the base die to TSMC's logic process so the die could hold more features, under a partnership the two companies signed in April 2024. At TSMC's 2026 North America symposium, SK hynix showed HBM4 with a TSMC-made base die. Part of every HBM4 stack now depends on TSMC, which leaves NVIDIA relying on both companies at once.

Who are SK hynix's customers?

NVIDIA is by far the biggest HBM customer. Estimates of SK hynix's share of the 2026 HBM market run from about 50% to over 60%, depending on the tracker and the quarter, and UBS expects it to supply about 70% of the HBM4 for NVIDIA's Rubin platform. Samsung and Micron are qualified HBM suppliers as well, and Samsung has been gaining ground through 2026.

Cloud companies such as Microsoft buy SK hynix's server DRAM and HBM for their own AI chips and data centers, and PC and phone makers buy its standard DRAM and NAND.

Who makes GDDR memory?

People searching "SK hynix GDDR suppliers list" are usually asking who makes graphics memory at all. Nearly all of it comes from Samsung, SK hynix and Micron, which supply the GDDR7 on current NVIDIA and AMD gaming and workstation cards. SK hynix began mass-producing GDDR7 in 2024. The same three companies also make nearly all of the world's HBM.

Where the chokepoints are

SK hynix needs ASML to move to each new DRAM generation, a small group of bonder makers to stack HBM, and, from HBM4 on, TSMC to finish each stack. It also sells most of its HBM to one customer, so it depends on NVIDIA about as much as NVIDIA depends on it.

We found the same shape in who supplies ASML and who supplies NVIDIA, where a few specialist companies are each the only realistic source for one step.

See it for yourself

The SK hynix supply chain map shows the customers, materials and equipment makers around SK hynix, with live tickers for every listed company.

This post is for research only and is not investment advice. Facts are drawn from company announcements and reporting by Reuters, Bloomberg, TrendForce, The Korea Times, gasworld and DIGITIMES, as of October 2026.