SK hynix has probably sold out its 2026 HBM production
Briefly

Korean chipmaker SK hynix is optimistic about its future, highlighted by a strong market demand for memory products and the early delivery of HBM4 samples. At its annual shareholders meeting, CEO Kwak Noh-jung indicated that negotiations for high bandwidth memory (HBM) sales for 2026 are nearing completion, suggesting all produced chips will be sold straight away. Facing potential US tariffs on semiconductor imports, the company has also seen a surge in orders. Kwak projected 'explosive' growth in HBM sales, with the company adapting to the evolving tech landscape influenced by AI advancements.
SK hynix's CEO announced strong demand for memory products and nearing completion of HBM sales talks for 2026, anticipating explosive growth in sales.
The company reported a surge in orders amidst concerns over potential US tariffs on semiconductor imports, indicating a robust market for its high bandwidth memory products.
Kwak Noh-jung emphasized that DeepSeek's innovation will drive greater AI adoption, consequently increasing demand for SK hynix's memory products across various buyers.
SK hynix plans to deliver 12-layer HBM4 products with samples shipped ahead of schedule, showcasing the company's efficiency in meeting market needs.
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