{"slug":"sk-hynix","name":"SK하이닉스","name_en":"SK hynix","ticker":"000660.KS","updated_at":"2026-06-21T08:17:59.923466+00:00","canonical":"https://valuechain.wiki/sk-hynix","kicker":"반도체 · 메모리 · HBM","kicker_en":"Semiconductors · Memory · HBM","lead":"HBM(고대역폭 메모리) 시장의 선두로, AI 가속기에 들어가는 메모리를 사실상 독점적으로 공급한다. 매출은 소수의 AI 칩 고객에 크게 집중돼 있고, 비용은 HBM 본딩 장비 공급사로 흐른다.","lead_en":"The leader in HBM (high-bandwidth memory), supplying the memory inside AI accelerators on a near-exclusive basis. Revenue is heavily concentrated in a few AI-chip customers; cost flows to HBM bonding-equipment suppliers.","segments":{"fy":2025,"parts":[{"desc":"DRAM·NAND·HBM (총매출 90%+)","name":"반도체","share":">90%"}],"total":"97.1조원 (FY2025 연결)","single":true,"source":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000635","total_krw":97146675000000,"fin_source":"OpenDART fnlttSinglAcntAll 2025 CFS/CIS","concentration":"단일 최대고객 NVIDIA ~27% (1H2025 연결, 약 11조원)","op_profit_krw":47206319000000,"net_income_krw":42947902000000},"segments_en":{"parts":[{"desc":"DRAM, NAND, HBM (90%+ of revenue)","name":"Semiconductors","share":">90%"}],"total":"₩97.1T (FY2025 consolidated)","concentration":"Largest single customer NVIDIA ~27% (1H2025 consolidated, ~₩11T)"},"edges":[{"direction":"cost","counterparty":"한미반도체","counterparty_slug":"hanmi-semiconductor","confidence":"high","metric":{"type":"contract_value","unit":"KRW","as_of":"2026-06-08","value":44200000000,"period":"2026-06-08","basis_en":"Single-supply contract (latest)","qualifier":"exact"},"note":"HBM TC본더. 최근 1년 단일판매·공급계약 4건(428억→16억→97억→442억). 한미 매출대비 최대 7.66%.","note_en":"HBM TC bonder. Four single-supply contracts in the past year (₩42.8B→₩1.6B→₩9.7B→₩44.2B), up to 7.66% of Hanmi's revenue.","sources":[{"stance":"confirms","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-06-08","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260608800436","title":"한미반도체 단일판매·공급계약체결 (SK하이닉스, 442억원)","title_en":"Hanmi single-supply contract (SK hynix, ₩44.2B)","excerpt":"계약상대 SK하이닉스, 계약금액 44,200,000,000원, 한미 최근매출 대비 7.66%, 계약시작 2026-06-08.","excerpt_en":"Counterparty SK hynix, contract value ₩44,200,000,000, 7.66% of Hanmi's recent revenue, starting 2026-06-08."},{"stance":"confirms","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-01-14","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260114800028","title":"한미반도체 단일판매·공급계약체결 (SK하이닉스, 97억원)","title_en":"Hanmi single-supply contract (SK hynix, ₩9.7B)","excerpt":"계약상대 SK하이닉스, 계약금액 9,650,000,000원, 한미 최근매출 대비 1.73%, 계약시작 2026-01-14.","excerpt_en":"Counterparty SK hynix, contract value ₩9,650,000,000, 1.73% of Hanmi's recent revenue, starting 2026-01-14."},{"stance":"confirms","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2025-11-14","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20251117800179","title":"한미반도체 단일판매·공급계약체결 (SK하이닉스, 16억원)","title_en":"Hanmi single-supply contract (SK hynix, ₩1.6B)","excerpt":"계약상대 SK하이닉스, 계약금액 1,567,500,000원, 한미 최근매출 대비 0.28%, 계약시작 2025-11-14.","excerpt_en":"Counterparty SK hynix, contract value ₩1,567,500,000, 0.28% of Hanmi's recent revenue, starting 2025-11-14."},{"stance":"confirms","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2025-05-16","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250516800319","title":"한미반도체 단일판매·공급계약체결 (SK하이닉스, 428억원)","title_en":"Hanmi single-supply contract (SK hynix, ₩42.8B)","excerpt":"계약상대 SK하이닉스, 계약금액 42,812,000,000원, 한미 최근매출 대비 7.66%, 계약시작 2025-05-16.","excerpt_en":"Counterparty SK hynix, contract value ₩42,812,000,000, 7.66% of Hanmi's recent revenue, starting 2025-05-16."},{"stance":"confirms","publisher":"The Elec","publisher_en":null,"kind":"news","lang":"en","published_at":null,"url":"https://www.thelec.net/news/articleView.html?idxno=11132","title":"Hanmi wins first HBM4 TC bonder order from SK hynix","title_en":null,"excerpt":"한미반도체가 SK하이닉스에 HBM4용 TC본더(Griffin) 공급계약 체결.","excerpt_en":"Hanmi Semiconductor signed a TC bonder (Griffin) supply contract with SK hynix for HBM4."}]},{"direction":"cost","counterparty":"ASMPT","counterparty_slug":"asmpt","confidence":"high","metric":{"type":"supply_share","unit":"pct","value":50,"period":"2026","qualifier":"approx"},"note":"HBM4 TC본더. 현 ~50대 중 약 절반.","note_en":"HBM4 TC bonder. About half of current orders.","sources":[{"stance":"confirms","publisher":"TrendForce","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-12-12","url":"https://www.trendforce.com/news/2025/12/12/news-sk-hynix-reportedly-places-hbm4-tc-bonder-order-with-asmpt-as-hanmi-hanwha-patent-clash-heats-up/","title":"SK hynix places HBM4 TC bonder order with ASMPT","title_en":null,"excerpt":"SK하이닉스 HBM4 TC본더 약 50대 중 절반을 ASMPT가 공급.","excerpt_en":"ASMPT supplies about half of SK hynix's roughly 50 HBM4 TC bonders."}]},{"direction":"revenue","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":{"type":"revenue_share","unit":"pct","as_of":"2025-08-18","basis":"consolidated","value":27,"period":"1H2025","qualifier":"approx","amount_krw":11000000000000},"note":"HBM·DRAM·NAND. 2026 생산능력 사실상 완판.","note_en":"HBM, DRAM, NAND. 2026 capacity effectively sold out.","sources":[{"stance":"mentions","publisher":"DART 전자공시 (금융감독원)","publisher_en":"DART (FSS Electronic Disclosure)","kind":"filing","lang":"ko","published_at":"2026-03-17","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260317000635","title":"SK하이닉스 사업보고서 (2025.12)","title_en":"SK hynix business report (2025.12)","excerpt":"SK 사업보고서(1차): 주요 매출처는 고객사와 월별/분기별 합의로 결정(고객명 비공개). 반도체 매출 90%+, 2025 총매출 약 97.1조원. HBM4 세계최초 양산·고객 납품. ※고객명 'NVIDIA'는 사업보고서 비공개로, 매체 추정.","excerpt_en":"SK business report (primary): major customers are set by monthly/quarterly agreement, names not disclosed. Semiconductors are 90%+ of revenue, FY2025 revenue about ₩97.1T, with world-first HBM4 mass production and customer shipment. The name 'NVIDIA' is inferred from media, not disclosed in the filing."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":null,"kind":"filing","lang":"en","published_at":"2026-02-26","url":"https://www.sec.gov/Archives/edgar/data/1045810/000104581026000021/nvda-20260125.htm","title":"NVIDIA Form 10-K (FY2026, 2026-01-25)","title_en":null,"excerpt":"NVIDIA 10-K(FY2026): \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\" — 매입자(NVIDIA) 측 1차 공시로 SK하이닉스→NVIDIA 메모리 공급 확인.","excerpt_en":"NVIDIA 10-K (FY2026): \"We purchase memory from SK Hynix Inc., Micron Technology, Inc., and Samsung.\" Buyer-side primary filing confirming SK hynix to NVIDIA memory supply."},{"stance":"confirms","publisher":"TrendForce","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-08-18","url":"https://www.trendforce.com/news/2025/08/18/news-nvidia-reportedly-drives-27-of-sk-hynix-revenue-in-1h25-cementing-ai-chip-partnership","title":"NVIDIA drives 27% of SK hynix revenue in 1H25","title_en":null,"excerpt":"NVIDIA가 SK하이닉스 1H25 연결매출의 약 27%(~₩11조)를 차지.","excerpt_en":"NVIDIA accounts for about 27% (~₩11T) of SK hynix's 1H25 consolidated revenue."},{"stance":"confirms","publisher":"아주경제","publisher_en":"Aju Business Daily","kind":"news","lang":"ko","published_at":"2025-08-18","url":"https://www.ajunews.com/view/20250818082633567","title":"SK하이닉스 최대 고객 엔비디아 영향력 '막강'… 상반기 11조원 매출 차지","title_en":"NVIDIA's strong influence as SK hynix's top customer; ₩11T of first-half revenue","excerpt":"상반기 단일 주요고객(엔비디아) 매출 10조8906억원, 연결매출의 약 27%.","excerpt_en":"First-half revenue from the single major customer (NVIDIA) was ₩10.8906T, about 27% of consolidated revenue."},{"stance":"confirms","publisher":"Notebookcheck","publisher_en":null,"kind":"news","lang":"en","published_at":null,"url":"https://www.notebookcheck.net/SK-hynix-sells-out-its-DRAM-NAND-and-HBM-chip-supply-to-Nvidia-through-2026-as-AI-demand-outpaces-Samsung-and-Micron-s-capacity.1151402.0.html","title":"SK hynix sells out 2026 supply to Nvidia","title_en":null,"excerpt":"SK하이닉스가 2026년 생산능력을 NVIDIA 주문으로 사실상 완판.","excerpt_en":"SK hynix has effectively sold out its 2026 capacity to NVIDIA orders."}]},{"direction":"revenue","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"high","metric":null,"note":"브로드컴 커스텀 AI 가속기용 HBM 대규모 공급.","note_en":"Supplies HBM at large scale for Broadcom's custom AI accelerators.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"The Elec","kind":"news","lang":"ko","published_at":"2025-05-20","url":"https://www.thelec.kr/news/articleView.html?idxno=31843","title":"SK하이닉스, 브로드컴에 HBM 대규모 공급","title_en":"SK hynix supplies HBM to Broadcom at large scale","excerpt":"SK하이닉스가 브로드컴에 HBM을 대규모 공급.","excerpt_en":"SK hynix supplies HBM to Broadcom at large scale."}]},{"direction":"cost","counterparty":"ASML","counterparty_slug":"asml","confidence":"high","metric":null,"note":"EUV 노광장비를 ASML에서 매입(주요 고객).","note_en":"Buys EUV lithography from ASML (a major customer).","sources":[{"stance":"confirms","publisher":"Seoul Economic Daily","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-04-17","url":"https://en.sedaily.com/finance/2026/04/17/samsung-sk-secure-two-thirds-of-asmls-annual-euv-shipments","title":"Samsung, SK Secure Two-Thirds of ASML's Annual EUV Shipments","title_en":"Samsung, SK Secure Two-Thirds of ASML's Annual EUV Shipments","excerpt":"삼성·SK가 2025 ASML EUV 출하의 2/3 확보.","excerpt_en":"Samsung and SK secured two-thirds of ASML's 2025 EUV shipments."}]},{"direction":"revenue","counterparty":"Apple","counterparty_slug":"apple","confidence":"high","metric":null,"note":"아이폰용 메모리(LPDDR·NAND)를 애플에 공급.","note_en":"Supplies iPhone memory (LPDDR/NAND) to Apple.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-12-21","url":"https://www.hankyung.com/article/202512216673i","title":"\"애플 물량 싹쓸이\"…삼성 반도체의 '숨은 공신'","title_en":"Samsung's quiet win: sweeping up Apple's memory orders","excerpt":"아이폰은 삼성·SK하이닉스·마이크론 메모리 3사에서 LPDDR 공급받음.","excerpt_en":"The iPhone gets LPDDR from all three memory makers: Samsung, SK and Micron."}]},{"direction":"cost","counterparty":"솔브레인","counterparty_slug":"soulbrain","confidence":"high","metric":null,"note":"솔브레인에서 고순도 불산(HF)·식각액 매입(HBM·3D낸드).","note_en":"Buys high-purity HF and etchants from Soulbrain (HBM/3D NAND).","sources":[{"stance":"confirms","publisher":"Komachine","publisher_en":"Komachine","kind":"reference","lang":"en","published_at":null,"url":"https://www.komachine.com/en/companies/soulbrain","title":"솔브레인 기업 프로파일 (식각액 점유 70-100%)","title_en":"Soulbrain profile (70-100% etchant share)","excerpt":"SK하이닉스가 솔브레인 고순도 HF 채용.","excerpt_en":"SK hynix adopted Soulbrain high-purity HF."}]},{"direction":"cost","counterparty":"이엔에프테크놀로지","counterparty_slug":"enf-technology","confidence":"high","metric":null,"note":"이엔에프에서 국산 불산(HF)·BOE·식각액 매입(NAND·HBM).","note_en":"Buys localized HF, BOE and etchant from ENF (NAND/HBM).","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=58083","title":"이엔에프, 불산 SK하이닉스에 첫 공급","title_en":"ENF Technology begins first HF supply to SK hynix","excerpt":"SK하이닉스가 이엔에프 국산 불산을 첫 채용.","excerpt_en":"SK hynix first adopted ENF’s localized HF."}]},{"direction":"cost","counterparty":"원익IPS","counterparty_slug":"wonik-ips","confidence":"high","metric":null,"note":"원익IPS에서 전공정 증착 장비 매입.","note_en":"Buys wafer-fab deposition tools from Wonik IPS.","sources":[{"stance":"confirms","publisher":"서울경제(영문)","publisher_en":"Seoul Economic Daily","kind":"news","lang":"en","published_at":"2026-06-11","url":"https://en.sedaily.com/finance/2026/06/11/semiconductor-equipment-stocks-surge-jusung-up-24-percent","title":"반도체 장비주 급등: 주성·원익IPS (삼성·SK 국내투자 확대)","title_en":"Semiconductor equipment stocks surge: Jusung, Wonik IPS on Samsung/SK domestic capex","excerpt":"SK 투자로 원익IPS 장비 수요 확대.","excerpt_en":"SK capex expands Wonik IPS tool demand."}]},{"direction":"cost","counterparty":"주성엔지니어링","counterparty_slug":"jusung-engineering","confidence":"high","metric":null,"note":"주성엔지니어링에서 차세대 D램용 하이-K ALD 장비 전량 매입.","note_en":"Buys all next-gen high-k DRAM ALD tools from Jusung Engineering.","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=11987","title":"주성엔지니어링, SK하이닉스 차세대 D램 ALD 장비 전량 수주","title_en":"Jusung wins all next-gen DRAM ALD orders from SK hynix","excerpt":"SK하이닉스가 주성 ALD 장비를 전량 채택.","excerpt_en":"SK hynix adopts all Jusung ALD tools."}]},{"direction":"cost","counterparty":"후성","counterparty_slug":"foosung","confidence":"high","metric":null,"note":"후성에서 C4F6·WF6 특수가스 매입(3D 낸드 WF6 급증).","note_en":"Buys C4F6/WF6 specialty gases from Foosung (WF6 surges with 3D NAND).","sources":[{"stance":"confirms","publisher":"허프포스트코리아","publisher_en":"HuffPost Korea","kind":"news","lang":"ko","published_at":null,"url":"https://www.huffingtonpost.kr/article/239927","title":"후성, 국내 유일 C4F6·WF6 제조…삼성·SK 고객","title_en":"Foosung, Korea’s only C4F6/WF6 maker, supplies Samsung and SK","excerpt":"SK하이닉스가 후성 특수가스 고객.","excerpt_en":"SK hynix is a Foosung specialty-gas customer."}]},{"direction":"cost","counterparty":"HPSP","counterparty_slug":"hpsp","confidence":"high","metric":null,"note":"HPSP에서 고압 수소 어닐링 장비 매입(세계 유일).","note_en":"Buys high-pressure hydrogen annealing tools from HPSP (sole supplier).","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2025-07-13","url":"https://www.hankyung.com/article/2025071351421","title":"초미세 공정 판 바꾼 K기술…HPSP 고압수소장비 독점","title_en":"HPSP holds a monopoly in high-pressure hydrogen annealing","excerpt":"SK하이닉스가 HPSP 고압 어닐링 장비를 채용.","excerpt_en":"SK하이닉스 adopts HPSP high-pressure annealing tools."}]},{"direction":"cost","counterparty":"피에스케이","counterparty_slug":"psk-inc","confidence":"high","metric":null,"note":"PSK에서 드라이 스트립 장비 매입(HBM·DDR5).","note_en":"Buys dry-strip tools from PSK (HBM/DDR5).","sources":[{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":null,"url":"https://www.thelec.kr/news/articleView.html?idxno=37929","title":"PSK, 메탈 에처 출시…삼성·SK·인텔 고객","title_en":"PSK launches metal etcher; customers Samsung, SK, Intel","excerpt":"SK하이닉스가 PSK 장비 채용.","excerpt_en":"SK hynix adopts PSK tools."}]},{"direction":"cost","counterparty":"도쿄일렉트론","counterparty_slug":"tokyo-electron","confidence":"high","metric":null,"note":"도쿄일렉트론에서 코터·식각·증착·세정 장비 매입.","note_en":"Buys coater, etch, deposition and clean tools from Tokyo Electron.","sources":[{"stance":"confirms","publisher":"시사저널e","publisher_en":"Sisa Journal e","kind":"news","lang":"ko","published_at":null,"url":"https://www.sisajournal-e.com/news/articleView.html?idxno=406466","title":"해외 장비社 삼성·SK 공략 강화 (TEL 등 국내투자 봇물)","title_en":"Foreign toolmakers including TEL ramp investment to court Samsung and SK","excerpt":"SK하이닉스가 TEL 전공정 장비 도입.","excerpt_en":"SK하이닉스 adopts TEL wafer-fab tools."}]},{"direction":"cost","counterparty":"신에쓰화학","counterparty_slug":"shin-etsu","confidence":"high","metric":null,"note":"Shin-Etsu Chemical에서 300mm 실리콘 웨이퍼 매입(LTA).","note_en":"Buys 300mm silicon wafers from Shin-Etsu Chemical under LTA.","sources":[{"stance":"confirms","publisher":"아이씨엔매거진","publisher_en":"ICN Magazine","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://icnweb.kr/2026/79720/","title":"HBM4 시대의 보이지 않는 병목—특수 폴리시드 웨이퍼","title_en":"HBM4’s hidden bottleneck — special polished wafers","excerpt":"SK하이닉스 웨이퍼 수급에 Shin-Etsu Chemical 의존.","excerpt_en":"SK하이닉스 depends on Shin-Etsu Chemical for wafer supply."}]},{"direction":"cost","counterparty":"SK실트론","counterparty_slug":"sk-siltron","confidence":"high","metric":null,"note":"계열사 SK실트론에서 300mm·HBM4 전용 웨이퍼 매입.","note_en":"Buys 300mm and HBM4 wafers from affiliate SK Siltron.","sources":[{"stance":"confirms","publisher":"아이씨엔매거진","publisher_en":"ICN Magazine","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://icnweb.kr/2026/79720/","title":"HBM4 시대의 보이지 않는 병목—특수 폴리시드 웨이퍼","title_en":"HBM4’s hidden bottleneck — special polished wafers","excerpt":"SK하이닉스 HBM4 웨이퍼를 SK실트론과 조기 수급.","excerpt_en":"SK hynix secures HBM4 wafers early with SK Siltron."}]},{"direction":"cost","counterparty":"Advantest","counterparty_slug":"advantest","confidence":"high","metric":null,"note":"Advantest에서 반도체 테스트 장비(ATE) 매입.","note_en":"Buys test equipment (ATE) from Advantest.","sources":[{"stance":"confirms","publisher":"알파비즈","publisher_en":"AlphaBiz","kind":"news","lang":"ko","published_at":"2025-09-01","url":"https://alphabiz.co.kr/news/view/1065571888915355","title":"어드밴테스트, HBM 테스터 시장 압도적 기술력","title_en":"Advantest dominates the HBM tester market","excerpt":"HBM 테스터 압도적 기술력, SK하이닉스 등.","excerpt_en":"Dominant HBM tester tech; SK hynix and others."},{"stance":"confirms","publisher":"어드밴테스트","publisher_en":"Advantest","kind":"ir","lang":"en","published_at":"2025-06-01","url":"https://www.advantest.com/document/en/investors/ir-library/annual/E_02_IAR2025.pdf","title":"어드밴테스트 통합연차보고서 2025","title_en":"Advantest Integrated Annual Report 2025","excerpt":"연차보고서: ATE 매출·고객.","excerpt_en":"Annual report: ATE revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-test-equipment-market","title":"반도체 테스트 장비 시장 (어드밴테스트 ~58%)","title_en":"Semiconductor Test Equipment Market (Advantest ~58%)","excerpt":"테스트 장비 세계 ~58% 1위.","excerpt_en":"No.1 in test equipment at ~58%."}]},{"direction":"cost","counterparty":"Teradyne","counterparty_slug":"teradyne","confidence":"high","metric":null,"note":"Teradyne에서 반도체 테스트 장비(ATE) 매입.","note_en":"Buys test equipment (ATE) from Teradyne.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2026-02-24","url":"https://www.hankyung.com/article/2026022418631","title":"테라다인 질주…반도체 호황·로봇 붐 올라탔다","title_en":"Teradyne surges on the chip upturn and robotics boom","excerpt":"테라다인, 반도체 호황에 질주.","excerpt_en":"Teradyne surges on the chip upturn."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-26","url":"https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=TER&type=10-K","title":"Teradyne 연례보고서 (10-K)","title_en":"Teradyne Form 10-K","excerpt":"10-K: 반도체 테스트 매출.","excerpt_en":"10-K: semiconductor-test revenue."},{"stance":"confirms","publisher":"Teradyne","publisher_en":"Teradyne","kind":"ir","lang":"en","published_at":"2025-01-01","url":"https://www.teradyne.com/semiconductor-testing/","title":"Teradyne 반도체 테스트","title_en":"Teradyne semiconductor testing","excerpt":"메모리·SoC·컴퓨팅 테스트.","excerpt_en":"Memory, SoC and computing test."}]},{"direction":"cost","counterparty":"섬코","counterparty_slug":"sumco","confidence":"high","metric":null,"note":"SUMCO Corporation에서 300mm 실리콘 웨이퍼 매입(LTA).","note_en":"Buys 300mm silicon wafers from SUMCO Corporation under LTA.","sources":[{"stance":"confirms","publisher":"아이씨엔매거진","publisher_en":"ICN Magazine","kind":"news","lang":"ko","published_at":"2026-01-15","url":"https://icnweb.kr/2026/79720/","title":"HBM4 시대의 보이지 않는 병목—특수 폴리시드 웨이퍼","title_en":"HBM4’s hidden bottleneck — special polished wafers","excerpt":"SK하이닉스 웨이퍼 수급에 SUMCO Corporation 의존.","excerpt_en":"SK하이닉스 depends on SUMCO Corporation for wafer supply."}]},{"direction":"revenue","counterparty":"알파벳 (구글)","counterparty_slug":"alphabet","confidence":"mid","metric":null,"note":"AI 클라우드 향 HBM/메모리 수요.","note_en":"HBM/memory demand for AI cloud.","sources":[{"stance":"mentions","publisher":"Notebookcheck","publisher_en":null,"kind":"news","lang":"en","published_at":null,"url":"https://www.notebookcheck.net/SK-hynix-sells-out-its-DRAM-NAND-and-HBM-chip-supply-to-Nvidia-through-2026-as-AI-demand-outpaces-Samsung-and-Micron-s-capacity.1151402.0.html","title":"SK hynix sells out 2026 supply to Nvidia","title_en":null,"excerpt":"글로벌 AI 클라이언트(Nvidia, Google 등).","excerpt_en":"Global AI clients (NVIDIA, Google, and others)."}]},{"direction":"cost","counterparty":"한화세미텍","counterparty_slug":"hanwha-semitech","confidence":"mid","metric":null,"note":"TC본더 공급 진입.","note_en":"Entering TC bonder supply.","sources":[{"stance":"mentions","publisher":"TrendForce","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-12-12","url":"https://www.trendforce.com/news/2025/12/12/news-sk-hynix-reportedly-places-hbm4-tc-bonder-order-with-asmpt-as-hanmi-hanwha-patent-clash-heats-up/","title":"SK hynix places HBM4 TC bonder order with ASMPT","title_en":null,"excerpt":"한화세미텍이 올해 TC본더 공급망에 진입.","excerpt_en":"Hanwha Semitech entered the TC bonder supply chain this year."}]},{"direction":"cost","counterparty":"BESI","counterparty_slug":"besi","confidence":"mid","metric":null,"note":"본더 점유 확대 중.","note_en":"Expanding bonder share.","sources":[{"stance":"mentions","publisher":"TrendForce","publisher_en":null,"kind":"news","lang":"en","published_at":"2025-12-12","url":"https://www.trendforce.com/news/2025/12/12/news-sk-hynix-reportedly-places-hbm4-tc-bonder-order-with-asmpt-as-hanmi-hanwha-patent-clash-heats-up/","title":"SK hynix places HBM4 TC bonder order with ASMPT","title_en":null,"excerpt":"BESI·ASMPT가 한국 공급사로부터 점유 확대.","excerpt_en":"BESI and ASMPT are gaining share from Korean suppliers."}]},{"direction":"revenue","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":null,"note":"AI 가속기용 HBM 고객.","note_en":"HBM customer for AI accelerators.","sources":[{"stance":"mentions","publisher":"Notebookcheck","publisher_en":null,"kind":"news","lang":"en","published_at":null,"url":"https://www.notebookcheck.net/SK-hynix-sells-out-its-DRAM-NAND-and-HBM-chip-supply-to-Nvidia-through-2026-as-AI-demand-outpaces-Samsung-and-Micron-s-capacity.1151402.0.html","title":"SK hynix sells out 2026 supply to Nvidia","title_en":null,"excerpt":"NVIDIA·Google 등 글로벌 AI 고객 대상 HBM 공급.","excerpt_en":"Supplies HBM to global AI customers such as NVIDIA and Google."}]},{"direction":"revenue","counterparty":"Marvell","counterparty_slug":"marvell","confidence":"mid","metric":null,"note":"마벨 커스텀 AI칩용 맞춤형 HBM 협력.","note_en":"Custom HBM collaboration for Marvell's custom AI chips.","sources":[{"stance":"confirms","publisher":"한국경제","publisher_en":"Korea Economic Daily","kind":"news","lang":"ko","published_at":"2024-12-11","url":"https://www.hankyung.com/article/202412110524i","title":"美 마벨, 삼성·SK하이닉스와 협력…맞춤형 HBM 탑재","title_en":"Marvell partners with Samsung and SK hynix on custom HBM","excerpt":"마벨이 삼성·SK하이닉스와 맞춤형 HBM 협력.","excerpt_en":"Marvell works with Samsung and SK hynix on custom HBM."}]},{"direction":"revenue","counterparty":"메타 플랫폼스","counterparty_slug":"meta","confidence":"mid","metric":null,"note":"메타 MTIA(288GB HBM)와 데이터센터 메모리 공급.","note_en":"Supplies HBM for Meta's MTIA (288GB) and data-center memory.","sources":[{"stance":"confirms","publisher":"톰스하드웨어","publisher_en":"Tom's Hardware","kind":"analysis","lang":"en","published_at":null,"url":"https://www.tomshardware.com/tech-industry/semiconductors/custom-ai-asics-examined-from-broadcom-to-mtia","title":"커스텀 AI ASIC 현황 — 브로드컴·구글 TPU·메타 MTIA","title_en":"The custom AI ASIC state of play — Broadcom, Google TPUs, Meta MTIA","excerpt":"MTIA 400은 HBM 288GB(대역폭 9.2Tbps)를 탑재.","excerpt_en":"MTIA 400 carries 288GB of HBM at 9.2 Tbps."}]},{"direction":"revenue","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":null,"note":"아마존 트레이니움3 HBM3e(144GB)와 데이터센터 메모리 공급.","note_en":"Supplies HBM3e for Amazon’s Trainium3 (144GB) and data-center memory.","sources":[{"stance":"confirms","publisher":"글로벌이코노믹","publisher_en":"Global Economic","kind":"news","lang":"ko","published_at":"2025-12-03","url":"https://www.g-enews.com/article/Global-Biz/2025/12/202512031904353239fbbec65dfb_1","title":"아마존, 엔비디아 견제 독자 AI 칩 출시…성능 4.4배","title_en":"Amazon launches its own AI chip to counter Nvidia, 4.4x performance","excerpt":"트레이니움3는 HBM3e 144GB를 탑재.","excerpt_en":"Trainium3 carries 144GB of HBM3e."}]},{"direction":"cost","counterparty":"어플라이드 머티어리얼즈","counterparty_slug":"applied-materials","confidence":"mid","metric":null,"note":"어플라이드의 전공정 장비 매입(메모리·HBM).","note_en":"Buys Applied Materials wafer-fab tools (memory/HBM).","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"SK하이닉스 HBM 투자가 장비 수요 견인.","excerpt_en":"SK hynix HBM capex drives tool demand."}]},{"direction":"cost","counterparty":"KLA","counterparty_slug":"kla","confidence":"mid","metric":null,"note":"KLA의 메모리용 검사·계측 장비 매입.","note_en":"Buys KLA memory inspection/metrology tools.","sources":[{"stance":"confirms","publisher":"KIPOST","publisher_en":"KIPOST","kind":"news","lang":"ko","published_at":null,"url":"https://www.kipost.net/news/articleView.html?idxno=201410","title":"KLA, EUV 공정용 결함 검사 장비 발표 (인텔·삼성·SK 공급)","title_en":"KLA unveils EUV defect-inspection tools (supplies Intel, Samsung, SK)","excerpt":"KLA가 SK하이닉스에 검사장비 공급.","excerpt_en":"KLA supplies SK hynix with inspection tools."}]},{"direction":"cost","counterparty":"램리서치","counterparty_slug":"lam-research","confidence":"mid","metric":null,"note":"램리서치의 메모리용 식각·증착 장비 매입.","note_en":"Buys Lam Research memory etch/deposition tools.","sources":[{"stance":"mentions","publisher":"아시아경제","publisher_en":"Asia Business Daily","kind":"news","lang":"ko","published_at":"2026-04-28","url":"https://www.asiae.co.kr/article/2026042808535291137","title":"삼성·SK가 견인…반도체 장비 시장 12% 성장","title_en":"Fueled by Samsung and SK hynix, semiconductor equipment market rises 12%","excerpt":"SK하이닉스 메모리 투자.","excerpt_en":"SK hynix memory capex."}]},{"direction":"cost","counterparty":"동진쎄미켐","counterparty_slug":"dongjin-semichem","confidence":"mid","metric":null,"note":"동진쎄미켐에서 HBM용 CMP 슬러리 등 소재 매입.","note_en":"Buys materials such as HBM CMP slurry from Dongjin Semichem.","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"DART (Korea FSS)","kind":"filing","lang":"ko","published_at":"2026-03-20","url":"https://dart.fss.or.kr/dsae001/selectPopup.do?selectKey=00118804","title":"동진쎄미켐 사업보고서 (DART, 2025)","title_en":"Dongjin Semichem annual report (DART, 2025)","excerpt":"SK하이닉스 HBM용 CMP 슬러리 신규 공급.","excerpt_en":"New CMP slurry supply for SK hynix HBM."}]},{"direction":"cost","counterparty":"GlobalWafers","counterparty_slug":"globalwafers","confidence":"mid","metric":null,"note":"GlobalWafers에서 300mm 실리콘 웨이퍼 매입/사용.","note_en":"Uses/buys 300mm silicon wafers from GlobalWafers.","sources":[{"stance":"confirms","publisher":"GlobalWafers","publisher_en":"GlobalWafers","kind":"ir","lang":"en","published_at":"2025-03-01","url":"https://www.globalwafers.com/en/investors","title":"글로벌웨이퍼스 IR","title_en":"GlobalWafers Investor Relations","excerpt":"IR: 실리콘 웨이퍼 매출·고객.","excerpt_en":"IR: silicon-wafer revenue and customers."},{"stance":"confirms","publisher":"Mordor Intelligence","publisher_en":"Mordor Intelligence","kind":"analysis","lang":"en","published_at":"2025-01-01","url":"https://www.mordorintelligence.com/industry-reports/semiconductor-silicon-wafer-market","title":"실리콘 웨이퍼 시장 (상위 5사 과점)","title_en":"Silicon Wafer Market (top-five oligopoly)","excerpt":"300mm 상위 5사 과점, 글로벌웨이퍼스 ~15%.","excerpt_en":"Top-five 300mm oligopoly; GlobalWafers ~15%."},{"stance":"confirms","publisher":"디일렉","publisher_en":"THE ELEC","kind":"news","lang":"ko","published_at":"2024-06-01","url":"https://www.thelec.kr/news/articleView.html?idxno=9435","title":"글로벌웨이퍼스, 실트로닉 인수 시도(獨 불허로 무산)","title_en":"GlobalWafers’ Siltronic bid (blocked by Germany)","excerpt":"TSMC·UMC·삼성 등에 웨이퍼 공급.","excerpt_en":"Supplies wafers to TSMC, UMC, Samsung."}]}]}