← HBM Memory
Critical node· HBM Memory · Critical anchor
SK Hynix M15X, Cheongju
Cheongju, South Korea36.64°N 127.49°E
computed criticality19/100
reading
≈₩20tn invested; HBM4 in mass production (world first, February 2026)
2026Fault line
The fab built in haste for SK Hynix's HBM capacity, which holds ≈62% of the HBM market and is said to have secured ≈70% of Nvidia's HBM4 orders. The HBM4 base die is fabbed at TSMC on 12 nm: Korean memory now depends in turn on the Taiwanese foundry, the two monopolies interlock rather than diversify.
Actors
SK Hynix (Cheongju / Icheon)
TSMC (base die, Hsinchu)
Feeds 2
SK Hynix, IcheonHBM Memory↗TSMC, HsinchuSilicon↗Sources