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SK hynix Orders Hybrid Bonding Equipment From Applied Materials and Besi

What happened

SK hynix ordered a hybrid bonding inline system from Applied Materials and Besi for next-generation HBM development, costing approximately 20 billion won. This marks the company's first purchase of mass-production hybrid bonding equipment, signaling a strategic shift towards higher integration density. The move is bullish for next-gen HBM supply chain capacity.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

shortagecapacityhbmhybrid-bonding

Source and time

Source: The Elec · 3/31/2026 · View original source

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