SK hynix said Thursday that high-bandwidth memory, or HBM, is a business where overall competitiveness depends not only on performance such as speed and power efficiency, but also on quality, yield and supply stability.
In a question-and-answer session during its first-quarter earnings conference call, the company said it has worked closely with major customers from the early stages on HBM4, building development and supply systems in advance. It said it is preparing to supply products that meet performance requirements in time for each customer’s mass-production schedule.
SK hynix said it aims to extend its lead into the next generation, citing competitiveness and customer trust it has maintained since HBM2 in cost, yield and performance. The company said it is strengthening its technology leadership in next-generation products including HBM4.
On demand, SK hynix said customer demand over the next three years already far exceeds its supply capacity.
The company said it is supplying as much as possible within limited capacity, but both HBM and conventional DRAM supplies remain tight. It said it is continuing to optimize allocation across products, considering balanced growth of the AI industry ecosystem rather than short-term revenue expansion. It added it will keep strengthening market leadership centered on HBM3E and HBM4.
* This article has been translated by AI.
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