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SK Hynix, leading HBM4 supplier, reportedly deprioritizing HBM4 memory production in favor of standard DRAM as commodity margins surpass HBM profitability.

Supply constraint risk for AI accelerators; reallocation of key HBM4 manufacturer's capacity could tighten GPU memory availability.
Trade pressSlicast · June 24, 2026 at 02:48 UTC · US · Source: digitimes
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SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a sharp profitability reversal makes the broader memory market too profitable to ignore.

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SK Hynix, leading HBM4 supplier, reportedly… · Slicast