SK hynix said in its latest earnings disclosure that it has already started mass shipments of HBM4 in the second quarter and plans to expand production and supply in the second half of the year. The company also said HBM4E samples were delivered in the first half using what it described as an optimal process technology.
The memory maker said it aims to maintain its lead in HBM through product quality, yield, stable supply, cost competitiveness and top-tier performance. It also disclosed that it has signed long-term chip supply agreements with 10 customers to improve visibility on mid- to long-term demand and respond to price volatility.
Looking ahead, SK hynix expects third-quarter DRAM shipments to rise about 10% quarter over quarter, while NAND shipments are projected to grow at a low single-digit rate. The company said easing supply tightness and the expansion of AI applications should gradually support renewed growth in smartphones and PCs, though memory supply constraints are expected to temporarily affect related sales. For 2026, SK hynix expects capex to be at the upper end of the KRW 40 trillion range, with DRAM market demand growth seen in the middle of the 20% to 30% range and NAND demand growth near the high end of the 10% to 20% range.
SK hynix said in its earnings report that it began mass shipments of HBM4 in the second quarter and plans to expand production and supply in the second half of the year. The company also said HBM4E samples were delivered in the first half, using what it called an optimal process technology.
According to the disclosure, SK hynix said it will keep strengthening its lead in HBM through high quality, strong yield, stable supply, cost competitiveness and top performance. It also said it has signed long-term chip supply agreements with 10 customers to improve visibility on mid- to long-term demand and to respond to price swings.
On capital allocation, the company said it is reviewing additional shareholder return measures aimed at increasing both the scale and sustainability of returns. It expects 2026 capital expenditure to reach the upper end of the KRW 40 trillion range.
For near-term operations, SK hynix expects third-quarter DRAM shipments to grow about 10% from the previous quarter, while NAND shipments are projected to post low single-digit quarter-over-quarter growth. The company said growth momentum in smartphones and PCs should gradually recover as supply tightness eases and AI applications expand, although related sales will be temporarily adjusted because of memory supply challenges.
On demand trends, SK hynix said improvements in AI models and software efficiency will expand accessibility and drive infrastructure demand. By 2026, it expects DRAM market demand to grow in the middle of the 20% to 30% year-over-year range, while NAND demand growth is seen near the high end of the 10% to 20% range.
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