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SK Hynix is the world's second-largest DRAM producer and the dominant supplier of high-bandwidth memory (HBM) for AI training and inference accelerators.
SK Square (spun off from SK Telecom in 2021) is SK hynix's controlling/largest shareholder and is itself part of the SK Group conglomerate, ultimately controlled by SK Inc. / the Chey family — but no SK Square or SK Inc. dossier exists yet in this corpus, so parent_slug is intentionally left unset (never point at a slug with no dossier). National Pension Service and BlackRock Fund Advisors are the only other holders above SK hynix's 5% disclosure threshold.
Named counterparties identified by open-source research and written only where a primary source states the relationship — never inferred from sector or co-mention. 2 suppliers. This is a partial view: it covers the relationships we could evidence, not the company's full supply base.
The Elec (2026-04-08): '린데와 에어프로덕츠는 이란의 카타르 라스라판 공습 이후 삼성전자와 SK하이닉스에 헬륨 공급 부족에 전면 대응하기로 하고 별도 장기 계약을 맺었다' (Linde and Air Products signed separate long-term contracts with Samsung Electronics and SK hynix); '두 업체 모두 미국 현지에서 원료 헬륨을 가져오는 비중이 높아' and a presidential-office official said the secured volumes are US-origin ('이번에 확보한 물량은 미국산'). Origin US helium sources; destination the buyer's Korean fabs. Trade press only; the article names both suppliers and both buyers jointly without an itemised supplier-buyer matrix. Air Products sources helium in the US.
The Elec (2026-04-08): '린데와 에어프로덕츠는 이란의 카타르 라스라판 공습 이후 삼성전자와 SK하이닉스에 헬륨 공급 부족에 전면 대응하기로 하고 별도 장기 계약을 맺었다' (Linde and Air Products signed separate long-term contracts with Samsung Electronics and SK hynix); '두 업체 모두 미국 현지에서 원료 헬륨을 가져오는 비중이 높아' and a presidential-office official said the secured volumes are US-origin ('이번에 확보한 물량은 미국산'). Origin US helium sources; destination the buyer's Korean fabs. Trade press only; the article names both suppliers and both buyers jointly without an itemised supplier-buyer matrix. Linde FY2025 report: helium sourced from helium-rich gas streams in the United States.
Scope. Absence of a counterparty here is not evidence that none exists — most commercial sourcing is confidential and never becomes public. Rows without a share figure mean no share was disclosed, not that the relationship is small.
Another tracked dossier names this company as a counterparty in its own sourced disclosure — this platform never wrote these rows on this company's own page, they are read here inverted from the dossier that disclosed them. This is a partial view: 1004 additional named-counterparty rows across the corpus could not be matched to a tracked dossier by name at all (mostly non-Latin legal names), so the true count is higher than what renders here.
JSR's Inpria subsidiary is co-developing metal-oxide resist (MOR) with SK hynix for next-generation DRAM patterning; in qualification/ramp, not yet disclosed as full commercial-volume shipment. No share_pct disclosed.
Scope. This section is inverted evidence: each linked dossier wrote the original row about itself, describing its own relationship to this company. It is never a claim this company itself disclosed. Absence here is not evidence of no relationship — most of the corpus has no named-counterparty block at all yet.
Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.
Dossier discloses a neodymium exposure with no Dy/Tb/Sm tag and a sector where doping is not the rule — whether this company's magnets are Dy/Tb-doped is not on record. Resolved by a disclosed magnet grade, or a named magnet supplier in named_counterparties.
A61's suspension (Announcement 70) lapses 10 Nov 2026 — on the plain text, controls revive automatically. The US DoD CN/RU/IR/KP sourcing bar follows 1 Jan 2027. See the underlying extraterritorial export-control action. We supply the provenance file; we never compute your ratio for you.
As a buyer, policy pressure across its consumed materials is flat.
Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.
🇰🇷 KR accounts for 55% of severity-weighted pressure.