SK hynix customer mix shows AI memory demand broadening beyond Nvidia

SK hynix's AI memory sales base appears to be broadening. DigiTimes reports that the company's second-largest customer generated KRW17.19 trillion in first-half 2026 sales, nearly matching the KRW17.61 trillion from its largest customer, which Yonhap identified as Nvidia. The article's image context points to Nvidia's GB300 platform using SK hynix HBM3E, keeping the story anchored in the advanced AI memory market. For RamTrend, the signal is customer concentration and demand depth. Nvidia remains central to HBM demand, but a near-peer second customer would indicate that SK hynix's high-value memory sales are not only riding one platform cycle. That can support stronger bargaining power and more durable advanced-memory allocation pressure, provided the second customer continues ordering at scale.