RT NEWS: #SKhynix says customer #HBM requests are more than double what it can supply; Kim Ki-tae, HBM sales & marketing head, said on the Q3 call low...

What happened

SK hynix says customer HBM requests are more than double what it can supply. Kim Ki-tae, SK hynix's HBM sales & marketing head, said on the Q3 call that lower stacks signal a supply scramble, not weak DRAM demand, and that HBM profit should grow sharply in 2027 (a forecast, not an achieved result). The source does not state the cause of the supply-demand gap.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce Official (Market Data) · 10/28/2026 · View original source