SK Hynix Weighs Commodity DRAM Against HBM4

The DIGITIMES payload says reports in South Korea have drawn attention to SK Hynix's production mix as DRAM pricing strengthens. The issue is whether more capacity should support near-term commodity DRAM demand instead of moving as quickly toward sixth-generation high-bandwidth memory. For RamTrend, this is a high-value pricing signal. It suggests the current DRAM upcycle is strong enough to compete internally with HBM4 expansion for manufacturing resources. If suppliers slow HBM4 conversion to capture commodity DRAM margins, it could support conventional DRAM availability while keeping advanced AI memory capacity tight.