AI Prediction Index

One prediction, on the record

“We significantly expanded HBM3E shipments in the second quarter as demand was in full swing. In the third quarter, HBM3E shipments will significantly exceed HBM3 shipments, and we expect HBM3E to account for more than half of our total HBM shipments in 2024.”

Vice President and Chief Financial Officer, SK hynix

SK hynix confirmed HBM3E overtook HBM3 from the third quarter of 2024 and expanded further in Q4 with 12-layer parts added, but the company has never disclosed a full-year 2024 HBM3E shipment split, so the 'more than half' threshold cannot be scored definitively.