SK Hynix says DRAM and HBM volumes through 2029 are effectively sold out
Beth_Kindig · x · 2026-11-06
SK Hynix said that LTA-secured volumes plus demand currently in discussion with customers mean its DRAM and HBM volumes for the next three years through 2029 are "effectively sold out" — a strong signal for the AI compute supply chain ($MU, $NVDA, $AMD) that HBM scarcity will persist for years.
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