NuAxiSemiconductor trade intelligence

RT NEWS: 🚀 Jensen Huang has been pushing aggressively for higher #HBM supply, and #SKhynix is ramping up capacity accordingly, as it reportedly pla...

What happened

SK hynix placed a 44.2 billion won order with Hanmi Semiconductor for TC bonders to expand HBM4 production capacity, responding to Jensen Huang's aggressive demand push. This investment signals a significant supply ramp-up to meet the surging AI chip demand, which is likely to support HBM pricing in the near term.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

HBM4

SK hynixHanmi Semiconductor

shortagecapacity-expansionHBM4SK-hynix

Source and time

Source: TrendForce Official (Market Data) · 6/9/2026 · View original source

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RT NEWS: 🚀 #SKhynix is reportedly expanding its San Jose HBM team to deepen base-die co-design. With NVIDIA, AMD, and Broadcom nearby, #HBM4 is rai...TrendForce Official (Market Data) · 8/19/2026
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RT NEWS: 🚀 Jensen Huang has been pushing aggressively for higher #HBM supply, and #SKhynix is ramping up capacity accordingly, as it reportedly pla...

What happened

Impact and signal

Affected components and suppliers

Source and time

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