Samsung Sells Out 2025 HBM Output; SK Hynix Books Half of Two-Year Capacity

Reports say Samsung's 2025 HBM output is sold out while SK Hynix has secured more than half of its capacity for the next two years, signaling strong HBM demand and still-tight supply. For SK Hynix, long-term contracts improve earnings visibility and support near-term sentiment, though competitive catch-up remains a share risk.

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