SK Hynix Plans 2x Wafer Capacity Expansion, Targets Nvidia Vera Rubin HBM Supply
NVDA•SK Hynix aims to double wafer capacity to meet projected demand over the next five years and holds a 58% share of the global HBM market in Q1. The company plans to become a major high-bandwidth memory supplier for Nvidia’s Vera Rubin AI system.
1. Capacity Expansion Plan
SK Group chairman Chey Tae-won announced plans to double wafer capacity over five years to mitigate a chip shortage anticipated to persist until 2030 and support accelerating AI-driven demand.
2. Nvidia Collaboration Goals
SK Hynix aims to secure a major supply role for high-bandwidth memory in Nvidia’s upcoming Vera Rubin AI system and is seeking expanded partnerships in Taiwan beyond its current foundry ties.
3. Market Position and Impact
The company held a 58% share of the global HBM market in the first quarter and recently surpassed $1 trillion in market value, underscoring its critical role in Nvidia’s GPU supply chain.
