ENTITY · sk_hynix
SK hynix000660
South Korea·dram·leader
HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
WATCH · 40–69
47/100 illustrative
Underwriting Thesis
WATCH — SK hynix: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in dram. A chokepoint underwriting concern at this tier.
Factor Breakdown
Foreign-Origin Concentration46
Sole-Source Dependence85
Sanctions Exposure0
Downstream Criticality60
Sanctions Exposure
Entity not present on tracked screening lists (CSL).
DoD Exposure
No matched DoD semiconductor awards (USASpending) for this entity.
Segments
dramnandhbm
Shortest paths → DoD-exposed firms
- Scale AI · 2 hops · $105.6MSK hynix → NVIDIA → Scale AI
- GlobalFoundries · 3 hops · $1.05BSK hynix → Broadcom → Furukawa Electric → GlobalFoundries
- Marvell Technology · 3 hops · $184.3MSK hynix → Broadcom → InnoLight Technology → Marvell Technology
- Valens Semiconductor · 4 hops · $28.3MSK hynix → Broadcom → Furukawa Electric → TSMC → Valens Semiconductor
Possible substitutes · same commodity buckets
Chokepoint Relationships
Key Suppliers · upstream · 45
- ASMLNetherlandsALLIED
- Hanmi SemiconductorSouth KoreaALLIED
- Shin-Etsu ChemicalJapanALLIED
- SUMCOJapanALLIED
- GlobalWafersTaiwanCHOKEPOINT
- SiltronicGermanyALLIED
- SK SiltronSouth KoreaALLIED
- JSRJapanALLIED
- Tokyo Ohka KogyoJapanALLIED
- Merck KGaA (EMD Electronics)GermanyALLIED
- Dongjin SemichemSouth KoreaALLIED
- SoulbrainSouth KoreaALLIED
- Hansol ChemicalSouth KoreaALLIED
- Stella ChemifaJapanALLIED
- Air LiquideFranceALLIED
- LindeUnited KingdomALLIED
- Air ProductsUnited StatesDOMESTIC
- SK SpecialtySouth KoreaALLIED
- Haesung DSSouth KoreaALLIED
- MK ElectronSouth KoreaALLIED
- Applied MaterialsUnited StatesDOMESTIC
- Lam ResearchUnited StatesDOMESTIC
- Tokyo ElectronJapanALLIED
- KLAUnited StatesDOMESTIC
- ASM InternationalNetherlandsALLIED
- SCREEN HoldingsJapanALLIED
- Kokusai ElectricJapanALLIED
- Hitachi High-TechJapanALLIED
- CamtekIsraelALLIED
- ULVACJapanALLIED
- Wonik IPSSouth KoreaALLIED
- Jusung EngineeringSouth KoreaALLIED
- Eugene TechnologySouth KoreaALLIED
- PSK IncSouth KoreaALLIED
- KCTECHSouth KoreaALLIED
- Park SystemsSouth KoreaALLIED
- DISCOJapanALLIED
- AdvantestJapanALLIED
- FormFactorUnited StatesDOMESTIC
- RambusUnited StatesDOMESTIC
- Hana MicronSouth KoreaALLIED
- HPSPSouth KoreaALLIED
- Leeno IndustrialSouth KoreaALLIED
- ISCSouth KoreaALLIED
- Wonik QnCSouth KoreaALLIED
Key Customers · downstream · 10
- NVIDIAUnited StatesDOMESTIC
- AMDUnited StatesDOMESTIC
- BroadcomUnited StatesDOMESTIC
- Alphabet (Google)United StatesDOMESTIC
- Amazon (Annapurna Labs)United StatesDOMESTIC
- MicrosoftUnited StatesDOMESTIC
- Dell TechnologiesUnited StatesDOMESTIC
- Hewlett Packard EnterpriseUnited StatesDOMESTIC
- Super Micro ComputerUnited StatesDOMESTIC
- AppleUnited StatesDOMESTIC