{"title":"Micron vs SK hynix: HBM & DRAM compared","url":"https://www.frontiertechintelligence.com/compare/micron-vs-sk-hynix","comparison":"SK hynix ranks 4 on the AI Infra 100 with a score of 100; Micron ranks 50 with 90. SK hynix is ahead on deployment, technology and positioning. Level on production, commercials, progress, firepower and leverage. Micron is based in Boise, United States, SK hynix in Icheon, South Korea. Micron is named in 206 signals and SK hynix in 295.","companies":[{"name":"Micron","url":"https://www.frontiertechintelligence.com/companies/micron","city":"Boise","country":"United States","stage":null,"founded":null,"last_round":null,"positioning":"The only US-based HBM and DRAM maker; third in HBM share but first to volume on HBM4 for the lead platform, with greenfield fabs in Idaho, New York and Taiwan ramping 2027-28; the memory supplier of record for the US sovereign case.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":50,"score":90,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":8,"progress":10,"firepower":10,"commercial":10,"deployment":8,"production":10,"technology":8},"why":"Micron designs and manufactures DRAM and high-bandwidth memory, including HBM4, HBM4E and server DDR5, used in AI and data-center systems.","segment":"HBM & DRAM","layer":"Fabrication, memory & packaging"},"signals_total":206,"facts_total":31},{"name":"SK hynix","url":"https://www.frontiertechintelligence.com/companies/sk-hynix","city":"Icheon","country":"South Korea","stage":null,"founded":null,"last_round":null,"positioning":"The HBM leader (about half of the market) and the memory supplier most tied to Nvidia; the company whose allocation decisions set how many accelerators can ship in a given quarter.","assessed_in":{"domain":"AI Core","list":"AI Infra 100","rank":4,"score":100,"tier":"member","scores":{"gate_ne":["firepower"],"leverage":10,"position":10,"progress":10,"firepower":10,"commercial":10,"deployment":10,"production":10,"technology":10},"why":"SK hynix is a major memory-chip manufacturer producing HBM, DRAM and NAND flash, including HBM4 mass shipments and planned HBM4E production. It is also expanding advanced-packaging capacity for AI memory products.","segment":"HBM & DRAM","layer":"Fabrication, memory & packaging"},"signals_total":295,"facts_total":83}],"note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}