The post Nvidia‑supplier SK Hynix books full 2026 capacity, rides booming AI memory demand appeared on BitcoinEthereumNews.com.

SK Hynix has maxed out its entire 2026 production capacity as orders for its high‑bandwidth memory chips continue to surge from global AI clients like Nvidia and Google. The South Korean chipmaker announced record‑breaking results for the third quarter, powered by a relentless demand for its HBM products that fuel generative AI servers. The company said its revenue hit ₩24.45 trillion ($17.13 billion), compared to analyst forecasts of ₩24.73 trillion, while operating profit reached ₩11.38 trillion, narrowly missing estimates of ₩11.39 trillion. Still, those numbers mark an astonishing 39% increase in revenue year‑on‑year and a 62% jump in profit. On a quarterly basis, sales climbed 10%, and profit rose 24%. SK Hynix also confirmed that its quarterly profit exceeded ₩10 trillion for the first time. Shares in Seoul surged more than 5%, extending their 2024 rally to over 210%. SK Hynix said, “As demand across the memory segment has soared due to customers’ expanding investments in AI infrastructure, SK Hynix once again surpassed the record‑high performance of the previous quarter due to increased sales of high value‑added products.” The firm added that it has already sold out its planned supply of memory chips for 2026, underscoring the scale of AI‑driven demand from its data‑center clients. SK Hynix expands AI memory leadership with next‑gen HBM4 rollout SK Hynix said it would begin supplying its next‑generation HBM4 chips in the current quarter, following final negotiations with several major customers. The HBM4 chips mark the company’s sixth generation of high‑bandwidth memory and are expected to deliver faster data transfer speeds for next‑generation AI accelerators. HBM, or high‑bandwidth memory, sits under the DRAM category, which is used to store data and program code in everything from servers and workstations to consumer electronics. But AI has changed the balance of the memory market; HBM is…

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Filed under: News - @ October 29, 2025 5:27 am