SK hynix said at its third-quarter 2025 earnings conference call on the 29th that "the DRAM demand growth rate is expected to expand from the high 10% range this year to more than 20% next year, and NAND is expected to improve from the mid-10% range this year to the high-10% range next year," adding, "in the fourth quarter, we plan to increase shipments of both DRAM and NAND by the low single digits from the previous quarter."
At the same time, SK hynix noted that its own most advanced 10-nanometer-class sixth-generation (1c) process is already in stable mass production, and said, "next year, we will accelerate the transition to 1c nanometer to continue maintaining our cost and product competitiveness advantage," adding, "given the company's production capacity, not only high bandwidth memory (HBM) but also DRAM and NAND flash memory are effectively sold out."