[Conference Call] SK Hynix: "HBM Supply Shortage Expected to Continue Until 2027"
On October 29, during the conference call for its third-quarter 2025 earnings announcement, SK Hynix stated, "As demand for high-bandwidth memory (HBM) is rapidly expanding, it will be difficult for supply to catch up with demand in the short term." The company predicted that the supply shortage would continue until 2027. SK Hynix added, "We expect supply to remain tight compared to demand through 2027. HBM products have consistently been sold out since 2023, and the price of HBM4 is currently set at a level that maintains profitability."
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