SK hynix says HBM4 ramps should lift DRAM ASP in the second half, with mass production in 2026
tengyanAI · x · 2026-07-29
SK hynix said its Q2 DRAM ASP came in below expectations mainly because of product mix, not pricing pressure.
- Shipments of some high-value products were deferred into the second half, which dragged down blended DRAM ASP.
- Management expects stronger DRAM ASP in H2 as HBM4 shipments ramp, 1c DRAM shipments increase, and value-added DRAM takes a larger share.
- In the Q&A, SK hynix said HBM4 mass production is planned for 2H 2026, with volume production in 2027; yield and quality are expected to be near HBM3E levels for key customers.
Related event: SK Hynix Confirms HBM4 Mass Production in H2 2026(5 posts)→
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