From the next three years through 2029, DRAM and HBM supply is nearly sold out, with about 50% of SK HYNIX's capacity already under long-term agreements
Citrini analyst jukan posted on X that SK HYNIX's DRAM and HBM supply is nearly sold out for the next three years through 2029. About 50% of capacity for 2027 to 2028 has already been covered by long-term agreements, and the company expects to maintain a similar proportion going forward.