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HBM · Oct 28, 2026

SK hynix says HBM customer demand exceeds its available supply by more than twofold

The memory maker told DigiTimes that customer requests for HBM are over twice the volume it can currently provide.

Price impact: 2Direction: upSource: DigiTimes Daily

DigiTimes reports that SK hynix sees HBM demand from customers at more than double its available supply. The article also says the industry's interest in shorter memory stacks reflects constrained availability rather than fading demand. This describes the company's current view and does not provide contract volumes, pricing, or a market-wide measure across other suppliers.

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