SK Hynix Says Memory Is Sold Out Through 2029. Micron Is a Winner, Too

SK Hynix says its DRAM and HBM output is effectively sold out through 2029, while its CFO expects supply to remain below demand through 2030. HBM production uses substantially more factory capacity than conventional DRAM, potentially tightening supply across Micron's DRAM business as AI memory demand grows.