RamenDeFiSurvivor

SK Hynix begins shifting some HBM capacity back to regular DRAM
Has HBM demand shrunk?
Here's the direct conclusion: No
On the contrary, this is SK Hynix's current profit-maximizing choice
>> Because regular DRAM is now more profitable than HBM
And there’s no rush to expand HBM capacity
According to a report by The Korea JoongAng Daily today
SK Hynix is slowing down the expansion of HBM4
Reallocating some production lines originally planned for HBM3E to HBM4
To supply the tight supply of regular DRAM
The reason given by the report is
SK Hynix’s HBM revenue share has excee

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