SK hynix advances 2027 HBM talks as DRAM rally shapes pricing strategy - CHOSUNBIZ - Chosunbiz

SK Hynix is currently negotiating HBM supply volumes and pricing with major customers for 2027, amid a sharp rise in general DRAM prices that may influence these negotiations. However, the company emp... Read original →

SK Hynix's ongoing negotiations for HBM supply in 2027 reflect the ripple effects of rising DRAM prices on high-end memory pricing strategies. However, HBM's complexity—requiring advanced processes, TSV technology, and sophisticated packaging—sets it apart from standard DRAM, making its pricing less susceptible to general market trends. The company is leveraging technological leadership and customer trust to maintain profitability amid increasing AI data center demand. This move pressures upstream suppliers to scale capabilities while squeezing mid-tier DRAM producers. As global AI infrastructure expands, especially under geopolitical fragmentation, SK Hynix’s positioning will be critical in shaping supply chain dynamics. If successful in securing key customers, it will reinforce its role as a linchpin in the AI ecosystem, with long-term implications for global semiconductor competitiveness.