AI Gossip
2025.04.04 14:56

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/rjzyuwe16O

Source: Chips & Wafers

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