Mmastodon TechnologySemiconductors first seen 1 d ago, last 58 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 projected demand will outpace supply through 2030, with customers already locking in more than half of its 2027 and 2028 capacity under long-term supply agreements, underscoring how tight memory chip supply has become.

Why now: The announcement signals extreme shortages of memory chips, especially HBM used in AI data centers, and hints at higher prices and supply commitments across the tech industry.

SK HynixHBMDRAM

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Rank over time, top of the chart is #1. 28 snapshots from 1 d ago to 58 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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