Update
SK Hynix Overtakes Intel in Chip Revenue
SK Hynix has surpassed Intel in chip revenue for the first time, jumping from fourth to third place. The shift is attributed to high-bandwidth memory (HBM), which is crucial for feeding data to AI processors. SK Hynix holds approximately 50% of the HBM market and supplies it to Nvidia. The company's operating margins reached around 76% in the second quarter of 2026, driven by strength in HBM and DRAM. Intel, however, has been declining in the top 10 chip suppliers list, and has reported net losses.