KoreaTechToday - Korea's Leading Tech and Startup Media Platform
  • Topics
    • Naver
    • Kakao
    • Nexon
    • Netmarble
    • NCsoft
    • Samsung
    • Hyundai
    • SKT
    • LG
    • KT
    • Retail
    • Startup
    • Blockchain
    • government
  • Lists
KoreaTechToday - Korea's Leading Tech and Startup Media Platform
  • Topics
    • Naver
    • Kakao
    • Nexon
    • Netmarble
    • NCsoft
    • Samsung
    • Hyundai
    • SKT
    • LG
    • KT
    • Retail
    • Startup
    • Blockchain
    • government
  • Lists
KoreaTechToday - Korea's Leading Tech and Startup Media Platform
No Result
View All Result
Home Topics SK

SK Hynix Expands AI Memory Portfolio, Eyes SOCAMM and CXL Growth

Ga-eul by Ga-eul
PUBLISHED: March 28, 2025 UPDATED: March 31, 2025
in SK, SK Hynix, Sonata
0
SK Hynix Expands AI Memory Portfolio, Eyes SOCAMM and CXL Growth

Image credits: SK Hynix

SK Hynix, the supplier of high-bandwidth memory (HBM), plans to finalize orders for its 2026 HBM production by the end of June. CEO Kwak Noh-jung announced at the company’s annual shareholders’ meeting that discussions with customers regarding next year’s supply volume are nearing completion, ensuring stronger revenue stability amid growing demand.

The company is also increasing sales visibility through early agreements, while recent US tariffs have further prompted customers to secure supply in advance. SK Hynix has already sold out its planned HBM supply this year and is shipping its flagship 12-layer HBM3E to major customers, including Nvidia. The company recently delivered early samples of its next-generation 12-layer HBM4, the first to mass-produce the sixth-generation HBM in the second half of this year. 

CEO Kwak Noh-jung emphasized that the company is securing long-term agreements with customers to enhance sales visibility, given the high investment and extended production cycles required for HBM. He dismissed concerns that emerging low-cost AI models, such as China’s DeepSeek, could weaken HBM demand. Instead, he stated that the broader adoption of AI will drive sustained growth in AI memory requirements.

SK Hynix expects the HBM market to expand more than 8.8 times this year compared to 2023, driven by the increasing adoption of GPUs and application-specific integrated circuits (ASICs). Demand for enterprise solid-state drives, another key AI-related memory product, is also projected to grow 3.5 times over the same period. The company plans to ramp up capacity at its Cheongju M15X fab, set to be completed by the end of the year, to support HBM production using advanced 10nm-class DRAM technology.

The company’s market share in HBM exceeds 50%. HBM now accounts for a growing portion of its total DRAM sales, surpassing 40% in the last quarter of 2023 and expected to exceed 50% this year.

SK Hynix also announced its long-term expansion strategy, including mass production at the upcoming Yongin Cluster, scheduled to commence in early 2028. Meanwhile, geopolitical factors such as potential US tariffs on imported semiconductors have accelerated customer orders, with companies rushing to secure supply ahead of new trade restrictions. SK Hynix remains confident in the sustained demand for AI memory products despite global economic uncertainties.

SK Hynix is also in talks with key clients to supply SOCAMM, a low-power LPDDR-based memory module optimized for data center servers, as demand for such solutions rises. The company plans to begin mass production of SOCAMM later this year, aligning with its broader strategy to expand beyond HBM. Additionally, it is developing other high-performance memory solutions, including CXL and LPCAMM2, to strengthen its position in the AI-driven market.

In a leadership update, SK Hynix appointed Han Ae-ra as the new chair of its board following the annual shareholders’ meeting. Han, a legal expert and professor at Sungkyunkwan University, has an extensive background in law as a former judge and lawyer. The company stated that her expertise will help enhance corporate governance and audit functions while improving board diversity.

Tags: HBMSK hynix

Related Posts

Inside Stargate: How Samsung and SK Are Powering OpenAI’s Global AI Ambitions
AI

Inside Stargate: How Samsung and SK Are Powering OpenAI’s Global AI Ambitions

October 7, 2025
SK Telecom Commits $3.6B to AI with New Company-in-Company Unit
AI

SK Telecom Commits $3.6B to AI with New Company-in-Company Unit

September 29, 2025
LG and SK Join Forces on AI Data Center Cooling and Energy Solutions
AI

LG and SK Join Forces on AI Data Center Cooling and Energy Solutions

September 25, 2025
Global API Standardization Gets a Push with SK Telecom–Aduna Partnership
AI

Global API Standardization Gets a Push with SK Telecom–Aduna Partnership

September 23, 2025
South Korea’s SK hynix, Naver Cloud Team Up on AI Infrastructure Push
AI

South Korea’s SK hynix, Naver Cloud Team Up on AI Infrastructure Push

September 23, 2025
SK Telecom Brings AI Agent Technology Overseas with TimeTree Partnership
AI

SK Telecom Brings AI Agent Technology Overseas with TimeTree Partnership

September 17, 2025
No Result
View All Result

Most Popular

  • Ride-Hailing Rivalry: Kakao and Uber Bet on Membership Services in Korea

    0 shares
    Share 0 Tweet 0
  • Korea’s Navigation Battle Heats Up: Naver and Kakao vs. Google maps

    0 shares
    Share 0 Tweet 0
  • Kakao Mobility Faces $10.5 Million Fine for Limiting Competitors’ Access to Taxi Platform

    0 shares
    Share 0 Tweet 0
  • 5 Best Korean to English Translation Apps

    0 shares
    Share 0 Tweet 0
  • Naver Launches 3D Street View for Immersive Navigation Experience

    0 shares
    Share 0 Tweet 0
  • KakaoTalk to Adopt Instagram-Style Feed in Major 2025 Redesign

    0 shares
    Share 0 Tweet 0
  • Top Nine Mobile MMORPG in South Korea for 2020

    0 shares
    Share 0 Tweet 0
  • Naver Maps Launches Guide in English, Chinese, and Japanese to Enhance Travel Experience for Tourists

    0 shares
    Share 0 Tweet 0
  • South Korea Commits $2.9 Billion to Build National AI Computing Hub by 2030

    0 shares
    Share 0 Tweet 0
  • LG’s Return to Smartphones: A New AI Collaboration with Samsung

    0 shares
    Share 0 Tweet 0

PRODUCTS

[ads_amazon]

TOPICS

  • Naver
  • Kakao
  • Nexon
  • Netmarble
  • NCsoft
  • Samsung
  • Hyundai

FREE NEWSLETTER

FOLLOW US

  • About Us
  • Cookie policy
  • home
  • homepage
  • mainhome
  • Our Services
  • Privacy Policy
  • Terms of Use

Copyright © 2024 KoreaTechToday | About Us | Terms of Use |Privacy Policy |Cookie Policy| Contact : [email protected] |

No Result
View All Result
  • Topics
    • Naver
    • Kakao
    • Nexon
    • Netmarble
    • NCsoft
    • Samsung
    • Hyundai
    • SKT
    • LG
    • KT
    • Retail
    • Startup
    • Blockchain
    • government
  • Lists

Copyright © 2024 KoreaTechToday | About Us | Terms of Use |Privacy Policy |Cookie Policy| Contact : [email protected] |