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Medium2026-09-30Short term · NeutralLonger term · Leans positive

HBM to Consume 30% of Global DRAM Wafer Capacity Next Year

Chosun Ilbo reports that HBM is expected to consume 30% of global DRAM wafer capacity next year, highlighting how AI memory demand is squeezing conventional DRAM supply. For SK Hynix, a higher HBM mix could support average selling prices and margins, but tighter commodity DRAM supply may complicate pricing strategy and customer allocation.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • chosun.com · 09-30 11:31 KST
    HBM to Consume 30% of Global DRAM Wafer Capacity Next Year

    HBM is expected to consume 30% of global DRAM wafer capacity next year, underscoring how AI demand is squeezing memory supply. As a leading HBM supplier, SK Hynix stands to benefit from a richer product mix and stronger pricing power, while tighter conventional DRAM supply could lift overall prices, supporting revenue, margins and the stock.

HBM to Consume 30% of Global DRAM Wafer Capacity Next Year · Hynix Board