Hb
HBM Memory
Bandwidth · stacking
53fragility index
17 records8 critical1st : South Korea (24%)
View on the map →IF method →Read from surface (top) to matter (bottom). Hover a node to reveal what it depends on.
0Surface, integration3
●Nvidia, Santa Clara
≈92% of the datacenter GPU market (revenue)
Critical node· Nvidia (Santa Clara)
●DDR5 controllers (RCD/DB), Rambus
Trio Rambus · Montage · Renesas for the RCD chips of RDIMMs
Critical node· Rambus (San Jose)↑ Data centers
●DRAM modules, Kingston
≈66% of third-party DRAM modules (2024); no. 2 at ≈5%
Dependency· Kingston Technology (Fountain Valley)↑ Data centers
−IStacking & test5
●Advantest, Tokyo
≈50% of the global ATE market; dominant in HBM testers
Critical node· Advantest (Tokyo)↑ SK Hynix, Pyeongtaek, Micron HBM
●Hanmi Semiconductor, Incheon
≈71% of the HBM TC bonder market (cumulative Q3 2025)
Critical node· Hanmi Semiconductor (Incheon)↑ SK Hynix
●BESI, Duiven
≈67% of hybrid bonding equipment
Critical node· BE Semiconductor Industries (Duiven)↑ SK Hynix, Pyeongtaek
●Wafer bonding, EV Group
EVG ≈26% + SUSS MicroTec ≈21% of wafer bonding
Critical node· EV Group (St. Florian am Inn)↑ SK Hynix
●Probe cards, FormFactor
World leader; record DRAM/HBM probe revenue in 2024
Critical node· FormFactor (Livermore)↑ SK Hynix
−IIDRAM/NAND fabs8
■SK Hynix M15X, Cheongju
≈₩20tn invested; HBM4 in mass production (world first, February 2026)
Critical node· SK Hynix (Cheongju / Icheon)↑ SK Hynix
●SK Hynix, Icheon
≈54% of the HBM market (2024), up to 62% in 2025
Critical node· SK Hynix (Icheon)↑ Nvidia
■Samsung, Pyeongtaek
World's largest memory campus; ≈17% of HBM (Q2 2025)
Dependency· Samsung Electronics (Pyeongtaek / Hwaseong)↑ Nvidia
■Kioxia, Yokkaichi
Kioxia + SanDisk ≈27% of global NAND (Q1 2025)
Dependency· Kioxia (Yokkaichi / Kitakami)↑ Nvidia
■Samsung NAND, Xi'an
≈40% of Samsung's NAND, i.e. ≈10–15% of global NAND, produced in China
Dependency· Samsung Electronics (Xi'an)
■Micron, Taichung
≈21% of HBM (Q2 2025), ahead of Samsung
Redundancy· Micron Technology (Boise / Taichung / Hiroshima / Singapore)↑ Nvidia
●YMTC, Wuhan
≈8% of NAND by revenue (Q1 2025), ≈13% by volume (Q3 2025), despite the Entity List
Redundancy· YMTC (Wuhan)
●CXMT, Hefei
≈4–9% of global DRAM in 2025 depending on the measure, figures diverge
Redundancy· CXMT / ChangXin Memory (Hefei)
−IIIMaterials & equipment4
●ASML, VeldhovenDossier
100% of the EUV lithography market
Critical node· ASML (Veldhoven)↑ SK Hynix, Pyeongtaek
●Photoresists, Japan
≈91% of advanced photoresists (Japanese producers)
Dependency· Tokyo Ohka Kogyo↑ SK Hynix, Pyeongtaek, Micron HBM
●High-k / ALD precursors, hafnium
≈$525–660m market (2024); Air Liquide · Merck · Adeka
Dependency· Merck KGaA (Darmstadt)↑ SK Hynix
●Storage hard drives (Seagate, WD, Toshiba)
Only 3 surviving HDD makers: Seagate, Western Digital, Toshiba
Dependency· Seagate
−IVMaterial & gas1