[Conference Call] SK hynix: "DRAM and HBM Volumes Sold Out Through 2029"

SK hynix said that, regarding its progress in pursuing long-term supply agreements (LTAs), "taking into account the LTA volumes already secured and the demand currently under detailed discussion with customers, virtually all of our DRAM and HBM volumes for the next three years, through 2029, are effectively sold out."

An SK hynix official made the remarks on October 28, in response to a question about LTAs during the company's conference call on its third-quarter 2026 earnings. "We are focused on expanding LTAs to improve visibility into mid- to long-term demand and translate that into stable revenue and profit growth," the official said.

Construction site for the first fab at SK hynix's semiconductor cluster in Cheoin-gu, Yongin, Gyeonggi Province. Photo by Kang Jinhyung

The official added, "The volumes under discussion are also based on customers' specific purchasing plans and represent demand with a high likelihood of materializing. Taking this into account, we believe visibility into mid- to long-term sales has improved considerably."

"As I mentioned earlier, the volumes secured through current LTAs account for more than 50% of total capacity in 2027 and 2028, and we plan to maintain a similar proportion of LTA volumes over the mid to long term," the official said. "This will help us secure a stable earnings base, while allowing us to respond flexibly to market conditions and future demand for next-generation products with capacity not covered by LTAs, thereby actively leveraging it to strengthen our competitiveness in the future."

This content was produced with the assistance of AI translation services.