SK Hynix says HBM demand is more than double its supply

SK Hynix said customers are requesting more than twice the HBM volume it can currently supply. The shift toward shorter memory stacks reflects supply shortages rather than weakening demand.

• HBM demand exceeds SK Hynix's current supply by more than 2x
• Shorter memory stacks reflect shortages, not falling demand
• SK Hynix bets on EUV to extend 6F-squared DRAM