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SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out

SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out

Demand for high-performance processors for AI training is skyrocketing, and in turn demand for the components that go into those processors is also skyrocketing. So much so that this week SK hynix is ​​very publicly announcing that the company's high-bandwidth memory (HBM) production capacity is already sold out for the rest of 2024, and even most of 2025. Is.

SK hynix currently produces various types of HBM memory for customers such as Amazon, AMD, Facebook, Google (Broadcom), Intel, Microsoft, and of course NVIDIA. The latter is a big consumer of HBM3 and HBM3E memory, especially for its H100/H200/GH200 accelerators, as NVIDIA is also working to address what its accelerators' unsatisfactory (and incomplete ) is left in demand.

As a result, HBM memory orders, already placed months in advance, are now backlogged well into 2025 as chip vendors look to secure supplies of memory stacks critical to their success.

This makes SK hynix the second HBM memory vendor in recent months to announce that they are sold out in 2025, following Micron's earlier announcement of its HBM3E production. But of the two announcements, SK hynix's is by far the most significant, as the South Korean firm's HBM production capacity far exceeds Micron's. So while things were merely “interesting” with the smallest of the Big Three memory manufacturers selling in 2025, things are taking a more worrisome (and compelling) view now that SK Hanks is on board.

According to the market tracking firm, SK hynix currently controls about 46% – 49% of the HBM market, and its share is not expected to decline significantly in 2025. Trend force. In contrast, Micron's share of the HBM memory market is between 4% and 6%. Since both companies' HBM supply has been sold for most of 2025, we are likely looking at a scenario where more than 50% of the industry's total HBM3/HBM3E supply for the coming quarters is already sold. It has been sold.

This leaves Samsung as the only member of the group that has not yet commented on HBM's demand. With memory being a highly fungible commodity product though, it would be surprising if Samsung didn't face similar demand. And, ultimately, all of this points to the industry getting into the HBM3 memory shortage.

Separately, SK hynix said it is sampling 12-Hi 36GB HBM3E stacks with customers and will begin volume shipments in the third quarter.

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