{"id":119345,"date":"2026-08-14T11:06:14","date_gmt":"2026-08-14T11:06:14","guid":{"rendered":"https:\/\/www.europesays.com\/korea\/119345\/"},"modified":"2026-08-14T11:06:14","modified_gmt":"2026-08-14T11:06:14","slug":"sk-hynix-draws-17-trillion-won-from-nvidia-in-first-half-13-of-sales","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/korea\/119345\/","title":{"rendered":"SK hynix Draws 17 Trillion Won From Nvidia in First Half, 13% of Sales"},"content":{"rendered":"<p><img loading=\"lazy\" alt=\"View of the SK hynix building. Photo courtesy of SK hynix - Seoul Economic Daily Finance News from South Korea\" title=\"SK hynix Draws 17 Trillion Won From Nvidia in First Half, 13% of Sales\" width=\"1200\" height=\"675\" decoding=\"async\" data-nimg=\"1\" class=\"w-full h-auto rounded-sm\" style=\"color:transparent;object-fit:contain;object-position:center\" src=\"https:\/\/www.europesays.com\/korea\/wp-content\/uploads\/2026\/08\/news-p.v1.20260814.3fb0a671bed0477280391ec61a791987_P1.jpg\"\/>View of the SK hynix building. Photo courtesy of SK hynix<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">SK hynix (000660.KS) generated more than 17 trillion won from Nvidia (NVDA) in the first half of this year, accounting for about 13% of its total sales.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">According to a semiannual report filed by SK hynix on the 14th, the company earned 17.6087 trillion won ($12.7 billion) in first-half sales from a &#8220;single external customer.&#8221; That customer is understood to be Nvidia, SK hynix&#8217;s largest client. The figure represents 13.35% of total sales.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">The company also booked 17.1874 trillion won in sales from another single external customer. That customer was not named either, but is presumed to be a data center operator that procures large volumes of memory, such as Microsoft or Google.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">The share marks a sharp decline from last year, when SK hynix earned 24% of its annual sales from Nvidia. The company has diversified its customer base toward other big tech firms that are developing their own AI chips, or application-specific integrated circuits (ASICs), as an alternative to graphics processing units (GPUs). Nvidia&#8217;s share of sales is nonetheless expected to expand to some extent in the second half, as SK hynix concentrates supply of fourth-generation high-bandwidth memory (HBM4) to coincide with the launch of Nvidia&#8217;s new Vera Rubin chip.<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">At a recent earnings conference call for the second quarter, SK hynix said it had &#8220;begun mass-production supply of HBM4 to major customers starting in the second quarter and completed sample supply of HBM4E to customers,&#8221; adding that it was &#8220;currently in talks with major customers on HBM supply volumes and prices for 2027.&#8221;<\/p>\n<p class=\"mb-4 text-[var(--color-text)] leading-relaxed\">Sales that SK hynix earned in the United States, including from Nvidia, came to 84.5648 trillion won, or 64.1% of the total. Over the same period, sales in China reached 32.4783 trillion won, or 24.6% of the total. SK hynix is understood to sell mainly AI server products in the U.S. and mobile products such as low-power DRAM and NAND in China.<\/p>\n","protected":false},"excerpt":{"rendered":"View of the SK hynix building. Photo courtesy of SK hynix SK hynix (000660.KS) generated more than 17&hellip;\n","protected":false},"author":2,"featured_media":119346,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[9049,61756,50389,4287,2295,61755,241,275],"class_list":["post-119345","post","type-post","status-publish","format-standard","has-post-thumbnail","category-sk-hynix","tag-ai-memory","tag-data-center-chips","tag-first-half-earnings","tag-hbm4","tag-nvidia","tag-semiconductor-sales","tag-sk","tag-sk-hynix"],"_links":{"self":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/119345","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/comments?post=119345"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/posts\/119345\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media\/119346"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/media?parent=119345"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/categories?post=119345"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/korea\/wp-json\/wp\/v2\/tags?post=119345"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}