Exclusive: SK hynix weighs Intel Foundry for next-gen HBM4E base dies, breaking TSMC dependence
BenBajarin · x · 2026-08-31
An exclusive from Jukan: SK hynix is considering outsourcing a portion of base-die production for HBM4E — the seventh generation of high-bandwidth memory — to Intel Foundry. Base dies are the key logic layer of vertically stacked HBM, and until now SK hynix has relied entirely on TSMC for outsourced base-die production. The move is seen as building a multi-vendor foundry strategy: reducing supply-chain concentration on TSMC while strengthening SK hynix's bargaining power on pricing.
Related event: SK Hynix Reportedly to Outsource HBM4E Base Dies to Intel Foundry(2 posts)→
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