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SK Hynix says some buyers have cut HBM stacks to 8 layers even as its orders have topped 2x.
Buyers moving to 8-high stacks lowers the memory content per AI accelerator and could pressure per-unit HBM pricing, while the order surge shows that supply remains tight.
Trade pressSlicast · October 31, 2026 at 11:22 UTC · US · Source: FourWeekMBA
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