
Hynix has expanded HBM capacity from 120k
WPM at the start of the year up to 130k.The plan is to reach 160-170k capacity by EoY '25; which would mean about +40-50k increase for the year.Our current estimates assume '26 EoY capacity will reach 210-220k WPM. So '26 incremental growth would be about flat YoY.https://t.co/rjzyuwe16OSource: Chips & Wafers
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.