← HBM Memory
Critical node· HBM Memory · Critical anchor
Hanmi Semiconductor, Incheon
Incheon, South Korea37.46°N 126.70°E
computed criticality18/100
reading
≈71% of the HBM TC bonder market (cumulative Q3 2025)
2025Fault line
The thermocompression stacking of HBM dies rests on a mid-sized Korean equipment maker, long the exclusive supplier to SK Hynix. The dependence is easing, dual sourcing in qualification for HBM4, but the machine that stacks the world's AI memory is still designed within a 100 km radius of Seoul.
Actors
Hanmi Semiconductor (Incheon)
Hanwha Semitech (Seoul)
ASMPT (Singapore / Hong Kong)
Feeds 1
SK Hynix, IcheonHBM Memory↗Sources