Analyst says SK HYNIX DRAM and HBM supply is nearly sold out through 2029

Analyst says SK HYNIX DRAM and HBM supply is nearly sold out through 2029

N
News Editor
2026-10-28 00:47:55
According to Odaily, Citrini analyst jukan said in a post on X that SK HYNIX has nearly sold out its DRAM and HBM supply for the next three years through 2029. He added that about 50% of the company’s capacity for 2027 to 2028 has already been covered by long-term agreements, and that SK HYNIX expects to keep a similar share under such contracts going forward. The update points to tight forward supply for key memory products, based on the analyst’s statement cited by Odaily.

Odaily reported that Citrini analyst jukan said in a post on X that SK HYNIX’s DRAM and HBM supply for the next three years through 2029 is nearly sold out.

He also said that about 50% of capacity for 2027 to 2028 has already been covered by long-term agreements, and that the company expects to maintain a similar proportion in the future.

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