SK hynix Boosts Capex to Dominate Next-Gen HBM4 Market, Eyes AI Memory Lead

• SK hynix plans to significantly increase capital expenditure to secure a dominant share in the HBM4 market, replicating its success in HBM3 and HBM3E.
• The company aims to strengthen its leadership in the artificial intelligence sector, driven by record annual profit in 2025 due to surging AI memory demand.
• Preparations for HBM4 are on schedule, with strong customer and infrastructure partner preference for SK hynix's products.
• SK hynix will utilize its 1b nanometer process and proprietary MR-MUF advanced packaging technology for HBM4, targeting high yields.
• To address anticipated supply shortages and expanding AI infrastructure, SK hynix will add new HBM capacity at its M15X fab and establish an AI-focused entity in the US.

Why It Matters: SK hynix is investing heavily to maintain its HBM market leadership, particularly in the rapidly growing AI memory sector.