SK Hynix President Song Hyun-jong expressed confidence in the company's next-generation HBM4E high-bandwidth memory technology during the Q2 2026 earnings conference call on the 29th, stating that optimal processes with technical maturity and production stability have been applied and subsequent development schedules are progressing smoothly. The announcement comes as memory supply shortages elevate the ability to deliver customer-required volumes on time into a core competitiveness factor for memory manufacturers. Song emphasized that SK Hynix will maintain HBM leadership based on comprehensive competitiveness including excellent quality, stable supply capacity grounded in high demand, cost competitiveness, and industry-leading performance, while also disclosing plans for upper 40 trillion KRW investment this year and ongoing multi-faceted review of additional shareholder return measures.
SK Hynix Advances HBM4E and HBM4 Production Rollout
SK Hynix began HBM4 mass production shipments in Q2 and plans to expand production in the second half of the year. The company supplied HBM4E samples to major customers in the first half. Song stated that HBM4 has demonstrated differentiated technological competitiveness by achieving industry-leading power efficiency and cost competitiveness while implementing the operating speeds customers require through continuous product optimization. He added that the company will sustain HBM leadership through comprehensive competitiveness encompassing excellent quality, stable supply capacity based on high demand, cost competitiveness, and industry-leading performance.
SK Hynix Expands 1c Nano DRAM and Advanced NAND Portfolio
SK Hynix began full-scale supply of 1c nano process-based DDR5 products from Q2. For NAND flash, the company plans to accelerate advanced process transitions and strengthen its portfolio centered on high-capacity, high-performance products. Song explained that the company will continue expanding production capacity to respond to customer demand and mid- to long-term growth, with plans to preemptively secure infrastructure for future supply capacity based on customer consultations and market demand forecasts.
SK Hynix Plans Upper 40 Trillion KRW Investment and New Facilities
SK Hynix expects investment scale at the upper 40 trillion KRW range this year. The company recently announced investment plans for P&T7 to strengthen advanced packaging capabilities and a new NAND production base. SK Hynix also disclosed mid- to long-term plans to establish a new domestic semiconductor cluster in the Honam region. Song stated that the company will prioritize investment in growth opportunities capable of creating high profitability and strategic value while securing a financial structure enabling stable business operations despite market fluctuations.
SK Hynix Reviews Additional Shareholder Return Measures
SK Hynix is conducting a multi-faceted review of additional shareholder return implementation measures. Song stated that the company intends to continue sharing the results created through investments and stable operations with shareholders, adding that specific plans will be communicated to the market once finalized. The company plans to continue both investment and shareholder returns simultaneously.
FAQ
What did SK Hynix announce about HBM4E production on the 29th?
SK Hynix President Song Hyun-jong stated during the Q2 2026 earnings conference call on the 29th that HBM4E has applied optimal processes with technical maturity and production stability, and that subsequent development schedules are progressing smoothly. The company supplied HBM4E samples to major customers in the first half.
How much investment does SK Hynix plan this year?
SK Hynix expects investment scale at the upper 40 trillion KRW range this year. The company recently announced investment plans for P&T7 advanced packaging facilities and a new NAND production base, and disclosed mid- to long-term plans to establish a new semiconductor cluster in the Honam region.
