Direct Beneficiary of ASML's Innovation Surge
ASML drives the technology – SK Hynix reaps the profits
Each GPU requires several HBM chips – and SK Hynix provides most of them.
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ASML supplies the machines for the next generation of memory – but SK Hynix is at the profit front of this technology revolution. The new ASML systems (High-NA-EUV & the TWINSCAN XT:260 for Advanced Packaging) massively increase productivity and yield in the production of High Bandwidth Memory (HBM). SK Hynix is the market leader in this field: over 50% market share in HBM3/3E, a key supplier for NVIDIA, AMD, and future OpenAI projects. While ASML monetizes these advancements only in a part of its business, they directly impact revenue,...
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