SK Hynix Expects HBM Prices to Double by 2027

SK Hynix CEO Lee Seok-hee predicts that 2027 will be the year with the tightest supply in the memory industry. Customers are increasingly seeking long-term supply agreements as demand continues to grow, but capacity remains limited. Despite the company's efforts to expand capacity, it is expected that customer demand may still exceed supply capabilities even after 2030. Meanwhile, executives from overseas memory giants are paying close attention to the expansion progress of Chinese memory manufacturers, with Changxin Memory and Yangtze Memory likely to become significant variables in the future memory market.

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