Energy & Data CentersCorrect
“HBM sales, which accounted for 30% of total DRAM revenues in the third quarter, are expected to reach 40% in the fourth quarter, as the company starts supplying 12-layer HBM3E products in Q4 as scheduled.”
SK hynix reported with its Q4 2024 results that HBM 'continued its significant growth in the fourth quarter, accounting for over 40 percent of our total DRAM revenue,' and 12-layer HBM3E supply did begin in Q4.