#SK hynix

A thermal-compression bonder mid-cycle on a partially built HBM stack, its bonding head caught lowered onto the topmost die with a queue of unstacked dies waiting on a tray beside it

The HBM Memory Supercycle: A Quantitative Look at Pricing, Yield, and the Consumer Spillover

Per-stack HBM pricing has risen 150% across three generations. DRAM contract prices moved 60-70% in a single quarter. This briefing works through the mechanics that connect a memory-stacking bottleneck to a consumer laptop price tag.

By Brecht Corbeel · August 10, 2026 · 4 min read

A finished HBM4 memory stack caught being lowered toward an accelerator package on a qualification bench, a visible gap still separating the stack's contact balls from the package landing pads

AI Hardware & Semiconductors

SK hynix: The Company Nvidia Cannot Ship Blackwell Without

Nvidia designs the GPU. SK hynix supplies the memory stacked directly on top of it, at a market share high enough that a single Korean company's production schedule now sets a real ceiling on AI accelerator supply.

By Brecht Corbeel · August 10, 2026 · 4 min read

Browse by Category

Surprise me →

All AI Hardware & Semiconductors 100 AI Agents & Systems 33 Foundation Models 27 Model Evaluation 15 AI Industry 9 Edge AI & Electronics 7 AI Safety 7 AI Research 7 Open Models 6 AI Infrastructure 5 Industry Analysis 2 Datacenters & Infrastructure 2 Writing & Information 1 Structural Biology 1 Small & Edge Models 1 Semiconductor Markets 1 Security & Technology 1 Security 1 Scientific Revolution 1 Robotics & Embodied AI 1 Quantum Information 1 Planetary Science 1 Physics 1 Particle Physics 1 Origins & Astrobiology 1 Open-Weight Models 1 Neuroscience 1 Metrology 1 Mathematics & Computation 1 Materials Science 1 Labour & Technology 1 Interpretability 1 Institutions & State Capacity 1 Institutions & Economy 1 Inference Economics 1 Industrial Revolutions 1 Humanity & Technology 1 History of Technology 1 History of Computing 1 Governance & Policy 1 Evolution & Ecology 1 Ethics of Technology 1 Energy & Civilization 1 Earth & Climate 1 Demography & Urbanization 1 Data & Training 1 Cumulative Culture 1 Cosmology 1 Condensed Matter 1 Chemistry & Catalysis 1 Alignment & Safety 1 Agriculture & Cities 1 Agent Evaluation 1 AI Security 1 AI & The Web 1