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StableTechnologyIndustryMarketsReported 2026-10-28 11:00

SK Hynix denies that HBM demand is slowing, emphasizing that all capacity for the next three years has already been sold.

SK Hynix denied the slowdown in HBM demand, emphasizing that the DRAM and HBM production capacity for the next three years has already been fully booked, with customer order volumes far exceeding the actual supply capacity.

Why it matters. The statement from SK Hynix may affect the semiconductor industry's expectations for HBM demand, potentially influencing investment and production plans of related companies.

01

Who and what it touches

Solidigmpart ofCXMTcompetes withNVIDIApartners withDynamic Random Access…suppliesKorealocated inKorea Exchangetrades withmemory chipsmanufacturesHBM4producesSK hynix

Into SK hynix

From SK hynix

Each line is a relation with evidence behind it, drawn in the direction it points. A line shows that two things are connected, not how far this change reaches.

02

Evidence

  • 科科技新報Media2026-10-28 11:00
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