SK Hynix explores Intel as second source for HBM base dies - digitimes

SK Hynix is reportedly exploring Intel Foundry as a second source for high-bandwidth memory (HBM) base dies, signaling a strategic move to reduce reliance on TSMC. As HBM becomes increasingly critical... Read original →

SK Hynix's exploration of Intel Foundry as a second source for HBM base dies reflects a deeper shift in global semiconductor supply chain dynamics. This move undermines TSMC's dominant position in HBM logic layer manufacturing, compelling the company to ramp up capacity to retain market share. Technologically, HBM's reliance on advanced 3nm EUV processes means Intel's involvement could accelerate industry-wide adoption of cutting-edge nodes. Geopolitically, amid intensified U.S.-China tech restrictions, companies are diversifying to mitigate supply risks. Competitors like Micron and Samsung may respond by accelerating in-house HBM development or forming strategic alliances. Over the next 12-24 months, the HBM market will see intensified competition among foundries and a push toward standardized processes. SK Hynix’s decision marks a pivotal moment in the industry’s move toward a more decentralized manufacturing ecosystem.