Mmastodon TechnologySemiconductors first seen 1 d ago, last 25 min 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 output is effectively sold out through 2029, with demand expected to outpace supply through 2030. Customers have already locked in over 50% of capacity for 2027 and 2028 through long-term agreements, underscoring the strength of AI-driven memory demand.

Why now: The announcement confirms extraordinary and persistent AI-driven demand for memory chips, with supply committed years ahead.

SK HynixHBMDRAM

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Rank over time, top of the chart is #1. 21 snapshots from 1 d ago to 25 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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