BRIEF-Sk Hynix HBM Demand From Customers Over The Next Three Years Far Exceeds Co's HBM Production Capacity

- SK Hynix Inc 000660.KS:

  • SK HYNIX: DRAM SPOT MARKET DOES NOT REFLECT ENTIRE MEMORY MARKET

  • SK HYNIX: UPWARD MEMORY PRICING CYCLE COULD LAST LONGER THAN IN THE PAST

  • SK HYNIX: SEES MEANINGFUL EXPANSION OF MEMORY PRODUCTION IN SHORT-TERM WOULD BE LIMITED DUE TO LIMITED SPACES

  • SK HYNIX: EXPECTS NEW TECHNOLOGIES TO EFFICIENTLY PROCESS DATA WOULD SERVE AS CATALYSTS TO INCREASE MEMORY DEMAND

  • SK HYNIX: HBM DEMAND FROM CUSTOMERS OVER THE NEXT THREE YEARS FAR EXCEEDS CO'S HBM PRODUCTION CAPACITY

  • SK HYNIX: DOES NOT EXPECT MEMORY OVERSUPPLY ISSUES AS BEFORE AS MEMORY SUPPLIER AND CUSTOMERS AGREE LONG-TERM VISIBILITY IS IMPORTANT

  • SK HYNIX: PLANS TO SUPPLY SAMPLES OF HBM4E TO CUSTOMERS IN H2 THIS YEAR, AIMS FOR MASS PRODUCTION OF HBM4E IN 2027

  • SK HYNIX: HAS PLENTY OF INVENTORIES OF HELIUM AND BROMINE

  • SK HYNIX: HAS SUFFICIENT INVENTORY OF TUNGSTEN DESPITE PRICE INCREASES


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