Mmastodon TechnologySemiconductors first seen 16 h ago, last 23 min ago, peak #1

SK Hynix says DRAM and HBM output sold out through 2029

Original: SK Hynix stated in an earnings presentation that its DRAM and HBM manufacturing volume is effectively sold out through 2

SK Hynix told investors in an earnings presentation that its DRAM and HBM manufacturing capacity is effectively sold out through 2029. The company said demand is expected to outpace supply through 2030, with customers already locking in more than 50% of its 2027 and 2028 capacity under long-term supply agreements, underscoring the scale of AI-driven memory demand.

Why now: The sold-out capacity announcement signals an unprecedented memory supply crunch driven by AI demand, with major implications for chip buyers and prices.

SK HynixHBMDRAM

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Rank over time, top of the chart is #1. 13 snapshots from 16 h ago to 23 min ago.

Evidence

• SK Hynix stated in an earnings presentation that its DRAM and HBM manufacturing volume is effectively sold out through 2029. Demand is projected to outpace supply through 2030, with customers already locking in over 50% of capacity for 2027 and 2028 via long-term agreements.… · hacksgr · 2

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