律动BlockBeats
律动BlockBeats|7月 29, 2026 02:56
[SK Hynix: Negotiating 2027 HBM Supply and Pricing with Key Customers, Aiming to Maintain Stable Profitability] BlockBeats News, July 29 — During the Q2 2026 earnings call, SK Hynix stated that the company is negotiating with key customers regarding the supply volume and pricing of HBM for 2027. The negotiations are progressing smoothly, supported by strong customer demand, though specific details of customer contracts and pricing are not being disclosed at this time. SK Hynix emphasized that HBM pricing is not solely determined by traditional DRAM prices but also takes into account factors such as wafers, advanced processes, TSV, packaging, capacity investment, technological complexity, opportunity costs, and product value. Pricing is being negotiated individually with customers. The company aims to leverage its advantages in technology, cost, mass production capabilities, and customer collaboration to maintain stable profitability in its HBM business. Additionally, through product iterations and long-term partnerships, SK Hynix seeks to drive the continuous development of the AI ecosystem and achieve sustainable long-term growth. [Original Link]
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