[Conference Call] SK Hynix: "Not Only HBM, But Also DRAM and NAND Are Virtually Sold Out"
On October 29, SK Hynix announced during its 2025 third-quarter earnings conference call, "Considering the company's production capacity, we can say that not only high-bandwidth memory (HBM) but also DRAM and NAND flash memory are virtually sold out."
The company further stated, "Our most advanced 10-nanometer-class sixth-generation (1c) process is already in stable mass production, and next year, we plan to accelerate the transition to 1c nanometer technology to continuously maintain our cost and product competitiveness." In addition, SK Hynix said, "We expect the growth rate of DRAM demand to expand from the high teens this year to over 20% next year, while NAND is expected to improve from the mid-teens this year to the high teens next year." The company also added, "In the fourth quarter, we are planning a single-digit percentage increase in shipments for both DRAM and NAND compared to the previous quarter."
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