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SK hynix said to win sole HBM3E supply deal for Microsoft chip
- On Jan. 27, Business Korea reported SK hynix will exclusively supply HBM3E for Microsoft's Maia 200, unveiled on Jan. 26 and boosting inference efficiency about 30% per dollar.
- Amid tight HBM supplies, SK hynix's solid partnerships and proven mass-production quality support its role as a supplier while demand outpaces supply, triggering shortages expected into next year.
- High-Bandwidth memory drives faster data processing, and SK hynix's HBM revenue more than doubled last year, boosting its performance in servers and consumer devices.
- Investors will watch Thursday's earnings briefings, where industry sources say SK hynix appears to be participating as the exclusive supplier of HBM3E for Microsoft's Maia 200, with Counterpoint Research estimating SK hynix will hold about 50 percent of the global HBM4 market in 2026.
- Nvidia's allocations show about 70% of its HBM4 demand going to SK hynix, which is preparing full-scale HBM4 production while Samsung Electronics plans to begin production next month.
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27 Articles
27 Articles
The world's second-largest memory chip manufacturer, which supplies high-bandwidth memory (HBM) products to Nvidia, reported net income of $10.6 billion.
·Brazil
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SK hynix posts record 2025 profit, driven by AI memory boom
SK hynix posted an operating profit of 47.2 trillion won ($33.13 billion) and 97.15 trillion won in sales for 2025, marking a record performance driven by strong demand for high-performance memory used in artificial intelligence (AI) servers and data centers. The company announced its 2025 financial results on Wednesday, a day before its scheduled earnings call. Operating profit more than doubled from a year earlier, while sales rose 46.8 percen…
·Korea, Republic of
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Total News Sources27
Leaning Left3Leaning Right4Center4Last UpdatedBias Distribution37% Center, 36% Right
Bias Distribution
- 37% of the sources are Center, 36% of the sources lean Right
37% Center
L 27%
C 37%
R 36%
Factuality
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