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SK Hynix secures long-term supply agreements (LTA) with 10+ major hyperscaler customers and reports Q2 2026 profit surge of 557% YoY. HBM4 mass production initiated; HBM4E samples already shipped. Company plans significant HBM4 capacity expansion in H2 2026.

HBM memory supply secured through multi-year contracts; HBM4/HBM4E production ramp reduces GPU supply constraints and signals sustained AI accelerator deployment through 2027–2028 with pricing stability.
Trade pressSlicast · July 28, 2026 at 23:29 UTC · China · Source: 36氪
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CommentarySK Hynix Orders, October 2026: DRAM and HBM Booked Through 2029 as Profit Soars to $62 BillionCommentarySK Hynix Share Drop, October 2026: CXMT Competition, Solidigm IPO Speculation, and Inflation Fears Combine for 11.1% Decline
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SK Hynix secures long-term supply agreements… · Slicast