SK hynix sold out of HBM for 2025, soon taking customer orders for 2026 supply of HBM

It looks as though SK hynix has sold out of most of its HBM memory chips for 2026, with all of its 2025 supply exhausted... and with NVIDIA unstoppable with Blackwell Ultra GB300 and its HBM3E, and its next-gen Rubin R100 with HBM4, the South Korean memory leader is swamped, but in the best way possible.

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SK hynix held its annual shareholders meeting a couple of days ago, with CEO Kwan Noh-jung revealing that the company has been wrapping up sales discussions of its HBM memory chips for 2026. Kwak said: "We will finalize discussions with customers on next year's HBM volumes by the first half of this year to further strengthen sales stability".

The company recently sent out samples of its next-generation HBM4 memory chips, with mass production expected in the second half of 2025, too. Kwak added: "Despite rising uncertainties in the global economy, major tech companies are increasing investment to gain leadership in AI. Demand for HBM is expected to increase sharply due to demand for GPUs and other chips".

• Read more: SK hynix ships world's first 12-layer HBM4 samples to customers, ready for NVIDIA Rubin AI GPUs

The SK hynix executive estimates that the HBM market will grow by an incredible 9x this year compared to 2023, with enterprise solid state drives (eSSDs) to see its market expand by an estimated 3.5x in the same period. SK hynix is expecting to see HBM sales account for over 50% of its total memory sales in 2025, up from 40% in 2024.