SK hynix stressed it will maintain its leadership in the high-bandwidth memory (HBM) market, which is driving the memory supercycle (boom).
According to SK hynix's newsroom on the 5th, the memory chip market this year is estimated at more than $440 billion.
BofA (Bank of America) defined 2026 as a "supercycle similar to the boom of the 1990s." It also predicted global DRAM revenue would surge 51% from a year earlier and NAND 45%. DRAM ASP (average selling price) is expected to rise 33%, and NAND ASP 26%.
With increased server investment for artificial intelligence (AI) training and inference, the HBM market in 2026 is estimated at $54.6 billion, up 58% from the previous year ($34.6 billion).
Based on market analysis that HBM3E (5th generation) will be the main product in the 2026 HBM market, SK hynix stressed it will continue to hold the initiative with HBM4 (6th generation) as well.
SK hynix said, "Global big tech corporations including Google and AWS, as well as NVIDIA's new AI accelerator 'Blackwell Ultra' series, are expanding development of AI chips based on application-specific integrated circuits (ASICs) and choosing HBM3E as the optimal solution," and added, "According to major research and securities firm analyses, HBM3E is expected to account for about two-thirds of total HBM shipments in 2026."
According to Counterpoint Research, SK hynix held a 64% share in the overall HBM market (by revenue) in the second quarter of 2025 and 57% in the third quarter.
Goldman Sachs analyzed that "at least through 2026, SK hynix will maintain a dominant position in HBM3 (4th generation) and HBM3E and keep more than a 50% share of the overall HBM market."