Players/The Containment Arc SK Hynix / Chey Tae-won
HBM Monopoly — The Genesis Mission’s Single Point of Failure
Primary supplier of HBM3e/HBM4 required for NVIDIA’s H100/H200/B200 GPUs. Without SK Hynix output, the nuclear-AI project (Genesis Mission) compute infrastructure hits a hard halt. Samsung catching up but SK Hynix leads.
Also in The Containment Arc