Posture

expanding

med confidence · as of 2026-07-26 · about SK Hynix

The HBM chokepoint for the AI buildout (Nvidia primary customer); pouring ~$21B/yr capex into HBM/DRAM capacity (M15X, Yongin cluster) as revenue nearly doubled.

Sourced figures 1

kestrel board.yaml sk-hynix gravity axis HBM CHOKEPOINT, Nvidia primary, ~29% DRAM revenue
2026-07 med

the working

Basis

The HBM chokepoint for the AI buildout (Nvidia primary customer); pouring ~$21B/yr capex into HBM/DRAM capacity (M15X, Yongin cluster) as revenue nearly doubled.

Threads 1

Memory Squeeze developing

A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to SK Hynix.