SK hynix HBM4 Supplier Ring

1b DRAM; TSMC 12nm-class base die - TSV stack, MR-MUF - 36 GB, 2,048-bit

Memory component in the NVIDIA Rubin ring 5 supplier rows: 0 with US volume today and 1 US planned.

Supplier ring for SK hynix HBM4: 4 components around the chip, each shaded by the most US status any of its suppliers has Memory SK HYNIX HBM base die TSMC Packaging SK HYNIX Final test SK HYNIX SK hynix HBM4 5 SUPPLIER ROWS MADE IN US SOME US VOLUME US PLANNED MADE ABROAD NOT DISCLOSED
Supplier rows
5
Memory suppliers
1
US now
0
US planned
1 (packaging)
Rack platform
None
Hub
Chips

At a glance

Chip Summary

SK hynix HBM4 at a glance
ItemValue
DesignerSK hynix
TypeHBM stack
Logic node1b DRAM; TSMC 12nm-class base die
PackageTSV stack, MR-MUF
Memory36 GB, 2,048-bit
StatusVolume production for NVIDIA Rubin
Rack platformNone

Supplier ring

Who Makes Each Part

  • Made in US
  • Some US volume
  • US planned
  • Made abroad
  • Not disclosed
Supplier ring for SK hynix HBM4
ComponentSupplierRoleMade atUS statusEvidenceNotes
MemoryDRAM core diesSK hynixSoleCheongju M15X and Icheon M16, Cheongju and Icheon, South KoreaMade abroadConfirmed Source1b DRAM for HBM4 at M15X from Feb 2026, about 10,000 wafers a month to start; 12 dies of 24 Gb per 36 GB stack
HBM base dieTSMCPrimaryNot disclosed, TaiwanMade abroadClaimed Source12nm-class logic process; SK hynix reportedly weighing Intel for HBM4E base dies
PackagingAdvanced packagingSK hynixPrimaryIcheon and Cheongju back-end (P&T3), Icheon and Cheongju, South KoreaMade abroadClaimed SourceTSV stacking with MR-MUF; Cheongju P&T7 under construction, full operation end of 2027
PackagingAdvanced packagingSK hynixSecond sourceWest Lafayette plant, West Lafayette, IN, USAUS plannedCommitted SourceBroke ground Aug 2026; HBM output 2H 2029
Final testSK hynixPrimaryNot disclosed, South KoreaMade abroadInferredKnown-good-stack test done in-house

US share

What Is Made, or Planned, in the US

  • Packaging: SK hynix, West Lafayette plant (us planned). Broke ground Aug 2026; HBM output 2H 2029

Record

Dataset Record

Dataset
Supplier ring for SK hynix HBM4: 5 rows from sx_chip_rings
Sources
Source link on each row
Last verified
2026-10