Electronics

"HBM4 to Reach Full Capacity by Year-End… Supply of 12-Layer HBM4 Underway" - SK hynix Conference Call

SOYEON KIM
2026-10-28 09:26:46
[Edaily SOYEON KIM Reporter Choi Oh-hyun] "Development of the 12-layer HBM4 with major clients is proceeding smoothly as agreed. We plan to reach full capacity by the end of the year. In the fourth quarter, HBM4 is expected to surpass HBM3E in both shipment volume and revenue, establishing itself as our flagship product. We are finalizing transaction terms, including pricing, for next year’s HBM volume. We are fully reflecting the value of the HBM4 product. We expect the profit gap between HBM and DRAM to narrow significantly."
…SK hynix Q3 2026 Conference Call
A view of SK hynix’s headquarters in Icheon, Gyeonggi Province, on that day. (Photo: Newsis)

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