SK Hynix of South Korea has sold out its 2025 production run of HBMs and is providing next-generation samples ahead of other companies

Kwak Noh-jeong, president of semiconductor giant SK Hynix, said that the company's 2025 production of high-bandwidth memory (HBM) has already been sold out.
The company supplies 12-layer stacked products of the fifth-generation HBM "HBM3E" to its US competitor NVIDIA and other clients.
The company is also currently providing samples of its 12-stack HBM4 products to major customers. The company aims to start mass production of 12-stack HBM4 products in the second half of the year.
According to Kwak, the HBM market in 2025 will expand to about nine times that of 2023.
The market for enterprise SSDs is expected to grow 3.5 times as much as the previous year due to the increased demand for SSDs. In addition, as more startups start up artificial intelligence (AI) businesses, the market for image processing semiconductors (GPUs) is expected to grow.
Demand for AI chips equipped with HBM is also expected to surge. Some have pointed out that the increase in new entrants into the HBM market will worsen the company's profitability.
"The company produces products according to the number of customers," he said, and said that the increase in new entrants will not put a strain on the company's profits.
"Through this project, our technological capabilities will improve, so we would like to continue to maintain our advantage in the market."