[Concall] SK Hynix "HBM3E Next Year Capacity Sold Out... Significant Number of Potential Customers in Supply Discussions"

On the 26th, during the Q3 earnings conference call, SK Hynix stated, "Not only the (4th generation) HBM3 among high-bandwidth memory products, but also the latest (5th generation) product HBM3E capacity is currently sold out," adding, "Moreover, we are discussing additional demand increases with customers, so from a demand perspective, we can say we have clear business visibility."

SK Hynix Headquarters in Icheon, Gyeonggi Province. [Photo by Yonhap News]

SK Hynix also said, "Based on conversations with customers and market stakeholders, we understand that our HBM3E capacity share is overwhelmingly high," and added, "We are in discussions with a significant number of potential customers and primary vendors."

They continued, "Considering the demand for HBM products, the product transition speed between generations is very fast, which creates a very favorable environment for us, given our mass production, quality, and performance experience," and stated, "We are currently discussing technology collaboration and capacity expansion with customers and partners not only for next year but also through 2025."

This content was produced with the assistance of AI translation services.