SK Hynix Buried Under Customer Cash Offers to Expand Memory Output, but Insider Warns Available Capacity Is ‘Essentially Zero’

SK Hynix is seeing surging AI-driven demand for memory chips, with Reuters sources saying available capacity is essentially fully committed.

Customers and tech firms have offered to help finance new production lines and equipment, but SK Hynix is wary of deals that could lock in buyers or pressure pricing.

The company is still expanding facilities, including a large next-generation HBM fab expected to come online around 2028.

The report underscores how the AI boom is tightening DRAM and HBM supply and may keep shortages and high prices in place for years.