SK hynix reportedly considers Intel Foundry for HBM4E base dies
AccBalanced · x · 2026-09-01
SK hynix is reportedly considering outsourcing part of the base-die production for HBM4E, the seventh HBM generation, to Intel Foundry — breaking its total reliance on TSMC for outsourced base dies. The move aims to diversify foundry suppliers, cut supply-chain concentration and strengthen pricing leverage.
Context math from the quoted thread: if Micron and SK hynix plan 4EB of HBM in 2027 (70% 8-Hi, 30% 12-Hi), they need 112M base dies, requiring 20k WPM of N3 capacity — nearly 10% of total N3 capacity in 2027, making Intel diversification sensible.
Related event: SK Hynix Reportedly to Outsource HBM4E Base Dies to Intel Foundry(2 posts)→
More from Infra
- Over 4 Petabytes of Models and Datasets Uploaded to Hugging Face in One Week — victormustar · 2026-09-01
- Analyst Weighs Long-Term Impact of Nvidia-MediaTek Deal on Broadcom — BenBajarin · 2026-09-01
- Europe invests €387.8M in LUMI-AI supercomputer with 10x AI capacity — wkmyrhang · 2026-09-01
- Guardian proposes off-grid, self-powered datacenters to cut emissions — nordicinst · 2026-09-01
- Compute Wants to Leave Earth: A Manifesto for Orbital Infrastructure — McDonaghMatthew · 2026-09-01
- Optimizing Qwen 3.8 Flash Next: Improving speeds on 64GB VRAM setup — Jorlen · 2026-09-01