SK Hynix Negotiates 2027 HBM Supply and Pricing with Major Clients, Aiming for Steady Profitability

On July 29, SK Hynix stated during its Q2 2026 earnings call that the company is in negotiations with major clients regarding the supply scale and pricing of HBM for 2027. The discussions are progressing smoothly, supported by strong customer demand, but specific client contracts and pricing details have not been disclosed. SK Hynix emphasized that HBM pricing is not solely determined by traditional DRAM prices; it will also take into account factors such as wafer costs, advanced processes, TSV, packaging, capacity investment, technical complexity, opportunity costs, and product value, negotiating pricing with clients individually. The company aims to maintain robust profitability in its HBM business by leveraging its advantages in technology, cost, mass production capabilities, and client collaboration, while promoting the sustainable development of the AI ecosystem through product iteration and long-term partnerships for sustained growth.