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)→
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