Mmastodon TechnologySemiconductors first seen 21 h ago, last 1 h ago, peak #1

SK Hynix says DRAM and HBM 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 its earnings presentation that its DRAM and HBM manufacturing capacity is effectively sold out through 2029. The company said demand will outpace supply through 2030, with customers already locking in more than half of 2027 and 2028 capacity under long-term agreements. The announcement underscores the severe memory shortage driven by surging AI-related demand for high-bandwidth memory.

Why now: The scale of the AI-driven memory shortage is far greater than expected, with capacity booked years in advance.

SK HynixHBMDRAM

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Rank over time, top of the chart is #1. 9 snapshots from 11 h ago to 1 h 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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