“Based on the long-term agreement (LTA) volumes we have already secured and the demand under discussion with current customers, our DRAM and HBM volumes for the next three years through 2029 are effectively sold out.”

SK hynixCEO

South Korean memory chipmaker; guidance given by Park Jun-deok, Vice President and Head of DRAM Marketing, on the Q3 2026 earnings call

SK hynix said secured LTAs with 14 major customers plus demand under negotiation already fill its DRAM and HBM output through 2029; resolution requires seeing whether contracted volumes hold through the 2027-2029 period.