HBM
What Does SK hynix Do? The HBM Business Model
SK hynix builds HBM stacks, sells them under long agreements to a short customer list, and gets paid when those stacks ship — allocation is the stuck step.
The Stack
HBM: High Bandwidth Memory for AI GPUs
High Bandwidth Memory as the scarce stack next to AI GPUs — who supplies it, why allocation binds, and where to read next.
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High Bandwidth Memory sits next to the GPU. Without enough HBM stacks, finished AI accelerators do not ship — even when wafer starts look fine.
What it is: Stacked DRAM that feeds bandwidth into AI GPUs and accelerators.
Who does it: Memory makers supply HBM; GPU designers and foundries consume it under allocation.
Where it binds: Advanced HBM capacity and customer qualification — not commodity DRAM.
Read next: HBM, Explained · back to Semiconductors.
This hub collects HBM-tagged articles. It is a map of the memory gate inside the semiconductor layer — not a buy list.