SK Hynix generated ₩17.61 trillion ($12.5 billion) in revenue from Nvidia during the first half of 2026. This figure represents a 61.7% increase compared to the same period last year. Sales to Nvidia now account for 13.35% of the memory chip maker's total revenue.
The surge reflects soaring demand for high-bandwidth memory (HBM) chips used in Nvidia’s AI processors. A second major customer, likely a tech giant like Microsoft or Google, contributed ₩17.19 trillion in sales. These two clients combined represent more than 25% of the company’s total revenue.
SK Hynix’s total U.S. sales tripled year-over-year to reach ₩84.56 trillion. U.S. revenue now comprises 64.1% of the company's total sales, driven by the global AI hardware boom.