NuAxiSemiconductor trade intelligence
SK Hynix leads HBM4 yield at 60%, expands DRAM supply
What happened
SK Hynix's sixth-generation high-bandwidth memory (HBM4) yield has reportedly reached the mid-60% range, the highest in the industry. Analysts say the improved yield has lifted production efficiency, allowing the company to expand server DRAM supply even as it concentrates capacity on HBM; this trend is also reflected in the growth of its DRAM capacity disclosed in its financial results for the third quarter of 2026.
Impact and signal
Medium impactImpact score: 58/100
Affected components and suppliers
HBM4server DRAM
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders