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SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out
by Anton Shilov on May 2, 2024 11:00 AM EST Demand for high-performance processors for AI training is skyrocketing, and consequently so is the demand for the components that go into these processors. So much so that SK hynix this week is very publicly announcing that the company's high-bandwidth memory (HBM) production capacity has already sold out for the rest of 2024, and even most of 2025 has already sold out as well.
SK hynix currently produces various types of HBM memory for customers like Amazon, AMD, Facebook, Google (Broadcom), Intel, Microsoft, and, of course, NVIDIA. But of the two announcements, SK hynix's is arguably the most significant yet, as the South Korean firm's HBM production capacity is far greater than Micron's. Though with memory being a highly fungible commodity product, it would be surprising if Samsung wasn't facing similar demand.
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