SK hynix diligence pack

What they do

• HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
• Primary segment: Memory / DRAM.
• Key products in the dataset: HBM3E/HBM4, DDR5, NAND.
• Market position in that segment: leader.

Role in the chain

• SK hynix is a market leader in Memory (DRAM), headquartered in South Korea. HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
• Ask: On the step you actually buy, is this company the process owner, a second source, or a distributor? The segment label is not a substitute for that answer.

Counterparties on the graph

• Tracked suppliers: 170. Tracked customers: 14.
• Named suppliers (first 8): Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF, Adeia Inc., Advantest, Air Liquide, AIXTRON.
• Named customers (first 8): Broadcom, Dell Technologies, NVIDIA, Alphabet (Google), Amazon (Annapurna Labs), AMD, Apple, Hewlett Packard Enterprise.
• Ask: Which of those edges are in a filing or a primary-source quote, and which are segment-inferred? Do not treat the two as the same fact.

Concentration and replaceability

Operator section

• SK hynix itself is a leader in its primary segment.
• 43 of the tracked suppliers are a monopoly or leader: Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF, Adeia Inc., Advantest.
• Ask: If the named monopoly or leader supplier stopped shipping, is there a qualified second source on that process step? If the dataset does not name one, do not assume one exists.

Geography and jurisdiction

• Headquarters country in the dataset: South Korea.
• Ask: Where do the fabs, plants or logistics nodes actually sit, versus the HQ country on this record? This dataset records headquarters, not every site.

Public-markets facts (only what is on the record)

Investor section

• Public company, ticker KRX:000660. The company is unpriced in this dataset — do not treat a missing cap as zero.
• Ask: What does the latest reported period (if any) say about capacity, backlog and customer concentration? If the company page has no revenue figure, that number is not in this dataset.

Operator checklist

Operator section

• Ask: The dataset records 170 tracked suppliers for SK hynix. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
• Ask: 43 of SK hynix's tracked suppliers are a monopoly or leader (including Ajinomoto, ASML, Carl Zeiss SMT, TRUMPF). Which of those are actually single-source for the process step you care about?
• Ask: The dataset names 14 tracked customers for SK hynix. How concentrated is demand among those names, and which of them have a documented second source in this graph?
• Ask: SK hynix is positioned as a leader in Memory. How replaceable is this vendor on the process step you are buying?
• Ask: SK hynix is headquartered in South Korea. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?

Investor checklist

Investor section

• Ask: Is the graph position (monopoly / leader / major / challenger / niche) the thing you are underwriting, or a product line the one-liner does not cover?
• Ask: Which named customers in this graph could switch, and which named suppliers could not be replaced in a year? Count only names this dataset actually lists.
• Ask: What is not in this dataset — site-level capacity, contract terms, revenue split by customer — that you still need from a filing or a call?