SK Hynix Confirms HBM4 Mass Production in H2 2026
SK Hynix outlined its future HBM supply roadmap, confirming HBM4 mass production for the second half of 2026. The company projects improved profitability in the second half of this year, driven by accelerated HBM shipments, and has secured long-term demand through supply agreements.
Confirmed
- HBM4 Timeline: During a live Q&A, SK Hynix confirmed that HBM4 is scheduled to enter mass production in the second half of 2026, with yield and quality targets for key customers approaching current HBM3e levels. The current focus remains on capacity ramp-up.
- H2 Outlook: The company expects ASP and profitability in the second half of the year to outperform the first half, driven by accelerating HBM shipment volumes, increased 1nm-class conventional DRAM production, and a higher proportion of high-value products.
- Q2 ASP Context: SK Hynix clarified that the lower-than-expected Q2 DRAM ASP was due to product mix changes rather than price declines, as some high-value product shipments shifted from Q2 to the second half, lowering the blended ASP.
- Customer Lock-in: SK Hynix has signed long-term supply agreements with about 10 customers, typically lasting around 5 years. These agreements include long-term volume commitments and advance payments or deposits. Pricing will be differentiated by customer and product, with mechanisms to mitigate short-term price fluctuations.
Why it matters
- Technological Moat: SK Hynix emphasized that the barriers of the HBM4 timeline, performance, yield, and customer trust are difficult to replicate in the short term, further consolidating its leading position in the core AI memory market.
- Market Stability: By securing 5-year long-term agreements with advance payments and volume commitments, SK Hynix has effectively locked in massive demand for the coming years, helping to alleviate concerns about memory chip cyclical volatility.
2026-07-29 ~ 2026-07-29 · 5 related posts
- Episode 1: SK hynix Q2 preview: profit debate, HBM focus(2026-07-27, 5 posts)
- Episode 2: SK Hynix Reports Strong AI Demand, Surging Profits but Warns of Oversupply(2026-07-28, 5 posts)
- Episode 3: SK Hynix Confirms HBM4 Mass Production in H2 2026(2026-07-29, 5 posts)
- Episode 4: SK Hynix Q2 Revenue Misses Expectations, Dragging Down Memory Stocks(2026-07-29, 2 posts)
- Episode 5: SK Hynix Earnings Beat Expectations, Highlighting Strong AI Memory Demand(2026-07-30, 2 posts)
Primary sources
- [source] SK Hynix says H2 ASP and earnings should beat H1 as HBM shipments ramp — firstadopter · 2026-07-29
- SK hynix targets HBM4 mass production in the second half of 2026 — tengyanAI · 2026-07-29
- SK hynix says HBM4 ramps should lift DRAM ASP in the second half, with mass production in 2026 — tengyanAI · 2026-07-29
- [source] SK hynix says long-term supply deals now cover about 10 customers over five years — tengyanAI · 2026-07-29
1 near-duplicate retellings: tengyanAI