PANews
PANews|Jul 12, 2026 02:35
[SK Hynix Expects HBM Prices to Double by 2027] According to Jintou News, on the evening of Friday (July 10) Eastern Time, SK Hynix CEO Kwak Noh-jung predicted that 2027 will be the year with the tightest supply in the history of the memory industry. 'Customers are now approaching SK Hynix to seek long-term supply agreements. Demand continues to grow, but our production capacity is limited. Although we are making every effort to expand capacity, even after 2030, customer demand may still exceed the company's supply capabilities,' he said. However, domestic investment professionals who have interacted with South Korean memory manufacturers noted that in addition to their own development, executives of major overseas memory manufacturers are also paying close attention to the capacity expansion progress of Chinese memory manufacturers. Domestic 'Two Memories' (Changxin Memory and Yangtze Memory) may become the largest long-term variable in the future memory market.
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