[Breaking] SK hynix: "Virtually all DRAM and HBM volumes effectively sold out through 2029"

[Financial News] SK hynix said on the 28th, "Our DRAM and HBM volumes are effectively all sold out for the next three years, through 2029."
SK hynix said on its third-quarter earnings conference call that day, "This is based on the combined picture of LTAs (long-term supply volumes) already secured and demand currently under detailed discussion with customers," adding that this was the case.
The company went on to stress, "The volumes under discussion are also demand based on customers’ specific purchasing plans, with a high likelihood of being realized." It added, "Taking this into account, we believe visibility into medium- to long-term sales has improved considerably."
SK hynix said, "We are focused on improving visibility into medium- to long-term demand by expanding LTAs and turning this into stable revenue and earnings growth," and explained, "Volumes secured through LTAs account for at least 50% of total production in 2027 and 2028, and we plan to maintain the share of medium- to long-term LTAs at a similar level."


[email protected] Kim Hak-jae, Lim Su-bin Reporter