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SK Hynix has made the decision to delay its mass - production plan for HBM4, pushing it back to March or April 2026. Additionally, it has made flexible adjustments to the timeline for expanding HBM4 production capacity. In the realm of product prioritization, the company has chosen to keep HBM3E as the most high - yielding product among all its HBM offerings until the first half of 2026. This strategic move indicates the company's confidence in the market demand and profitability of HBM3E during this period. Furthermore, during its discussions with NVIDIA concerning the HBM output for the coming year, SK Hynix has taken a significant step by substantially increasing the production volume of HBM3E. This move not only reflects the company's responsiveness to market demands but also showcases its proactive approach in aligning production with customer requirements.
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