SK Hynix is reportedly pushing some equipment orders for next-generation HBM4 memory from the second half of this year into next year. [1, 5] The news has raised investor concerns about the pace of HBM4 capacity expansion and contributed to the stock’s decline over several consecutive sessions. [5, 6, 7]
Industry sources suggest the delay may reflect a strategic shift toward conventional DRAM, where prices are rising, rather than technical setbacks. [1, 5] A postponed internal investment review meeting has also reportedly affected the schedule. [2]
Despite the revised timeline, analysts say SK Hynix remains a leader in advanced packaging and has already supplied HBM4 samples to key clients. [1]