[Concall] SK Hynix "Priority on Securing HBM Capacity... General DRAM Capacity Limited"
On the 25th, SK Hynix stated in its Q1 earnings conference call that it is prioritizing securing capacity for high-bandwidth memory (HBM), which has high demand visibility.
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They added, "HBM has a die size approximately twice that of general DRAM, so it requires more wafer capacity," and "there will be constraints on wafer capacity used for general DRAM this year."
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