SK Hynix: DRAM and HBM Supplies 'Effectively Sold Out' for Next Three Years Through 2029

SK Hynix announced today (the 28th) that the company's DRAM and High Bandwidth Memory (HBM) supply volumes for the next three years through 2029 are effectively sold out.

During the corporate briefing on third-quarter earnings held today, in response to a question about the progress of long-term supply agreements (LTAs) with clients, SK Hynix stated, "We are focusing on increasing mid-to-long-term demand visibility by expanding LTAs and translating this into sales and profit growth," sharing this outlook.

The company also explained, "This is a combination of LTA volumes already secured and the demand currently being discussed in detail with clients. The volumes under discussion are also based on specific client purchasing plans and represent high-probability demand. Considering this, we believe that mid-to-long-term sales visibility has increased significantly."

SK Hynix further stated, "The volume currently secured through LTAs accounts for over 50% of our total production capacity (CAPA) for 2027 and 2028, and we plan to maintain a similar proportion for mid-to-long-term LTAs. We will actively utilize the production capacity not bound by LTAs to flexibly respond to market conditions and future demand for next-generation products, thereby securing future competitiveness."

(Photo: Yonhap News)
※ Please note: This article was translated by AI and may contain errors.