SK hynix said at its third-quarter 2025 earnings conference call on the 29th, "We have finalized next year's high bandwidth memory (HBM) supply plan with major customers. Due to explosive demand growth for building artificial intelligence (AI) infrastructure, sellouts have continued since 2023, and prices have formed at levels that can maintain profitability."
It added, "As HBM demand expands on the back of the AI market's medium- to long-term growth, we judge that supply will find it difficult to catch up with demand in a short period. We expect our HBM to show a significantly higher growth rate than general DRAM," and said, "A slight shortage of supply relative to demand for HBM products is expected to persist even in 2027, but we will do our best to supply products that meet customer requirements in a timely manner."