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SK Hynix announces massive HBM4 production expansion in H2 2026 and signs long-term supply agreements with 10+ major industry customers to secure mid-to-long term capacity allocation.

Addresses critical HBM supply bottleneck for AI accelerators; long-term customer contracts stabilize supply chain and lock in allocation for next-gen GPU architectures.
Trade pressSlicast · July 29, 2026 · China · Source: 36氪
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SK Hynix announces massive HBM4 production expansion in H2 2026 and signs long-term supply agreements with 10+ major industry customers to secure mid-to-long term capacity allocation.

Addresses critical HBM supply bottleneck for AI accelerators; long-term customer contracts stabilize supply chain and lock in allocation for next-gen GPU architectures.

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SK Hynix announces massive HBM4 production… · Slicast