A-Share and SK Hynix Correlation Strength Tiers (Ranked by Binding Depth)

English summary

### A-Share and SK Hynix Correlation Strength Tiers (Ranked by Binding Depth) Time: 2026-07-31 14:00:05 Content: [First Tier: Strongest Binding (dual binding of equity + deep business) 1. Taiji Industry (600667) — A-share target with the deepest interest binding to SK Hynix. Joint venture entity: Haitai Semiconductor (Taiji 55%, SK Hynix 45%), not a simple supply relationship but a long-term joint venture. Business: the only exclusive DRAM/HBM packaging and testing base in mainland China for SK Hynix, undertaking 40%-50% of its global DRAM packaging and testing; long-term service contract renewed to June 2030; cost-plus model with extremely strong earnings stability. Additional: its subsidiary Shiyi Technology can undertake SK Hynix's clean-room EPC projects. Distinction: it is a jointly established, deeply integrated interest community. …