SK hynix → Microsoft
As of 2026-09-05, SK hynix is a tracked supplier of Microsoft. SK hynix is a leader in Memory (headquartered in South Korea); Microsoft is a niche in Design (Fabless) (headquartered in United States). SK hynix has 14 tracked customers; Microsoft has 80 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
SK hynix (leader in Memory) is a tracked supplier of Microsoft (niche in Design (Fabless)). HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND. Designs Maia AI accelerators and Cobalt server CPUs for Azure. The edge is one of 80 tracked suppliers of Microsoft and one of 14 tracked customers of SK hynix.
Source: derived from both company records and the counted edges.
Concentration / risk note
SK hynix is positioned as a leader in Memory, so this edge is harder to replace than a challenger or niche supplier.
Basis: supplier position. Omitted on edges where the graph does not back a concentration claim.
The two companies
SK hynix (supplier)
HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND.
Microsoft (customer)
Designs Maia AI accelerators and Cobalt server CPUs for Azure.
Other tracked suppliers of Microsoft
Other tracked customers of SK hynix
Cite as: wafergraph, “SK hynix → Microsoft — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/sk_hynix/microsoft/ (data as of 2026-09-05).
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