SK hynix → SMART Modular Technologies

Why this edge matters

SK hynix (leader in Memory) is a tracked supplier of SMART Modular Technologies (major in Memory). HBM leader supplying NVIDIA; top-two in DRAM, owns Solidigm NAND. Specialty memory modules and storage (Penguin Solutions). The edge is one of 3 tracked suppliers of SMART Modular Technologies 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. SMART Modular Technologies has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.

Basis: supplier position, few suppliers. 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.

SMART Modular Technologies (customer)

Specialty memory modules and storage (Penguin Solutions).

Other tracked suppliers of SMART Modular Technologies

• Micron Technology · relationship
• Samsung Electronics · relationship

Other tracked customers of SK hynix

• NVIDIA · relationship
• AMD · relationship
• Broadcom · relationship
• Alphabet (Google) · relationship
• Amazon (Annapurna Labs) · relationship
• Microsoft · relationship
• Dell Technologies · relationship
• Hewlett Packard Enterprise · relationship