After Earning Major Profits From HBM, SK Hynix Now Plans To Prioritize DDR5 “General-Purpose DRAM” Production - Wccftech

Following record revenues from high-bandwidth memory (HBM), SK Hynix is shifting focus back to general-purpose DRAM, particularly DDR5, as the AI-driven demand for HBM has peaked. While HBM has been t... Read original →

SK Hynix’s pivot from HBM back to DDR5 isn’t retreat—it’s arbitrage against a distorted memory cycle. Technically, this eases chronic DDR5 shortages plaguing server and PC platforms, enabling smoother ramp-ups for Intel’s Granite Rapids and AMD’s Turin CPUs. From a compliance standpoint, over-concentration in HBM exposed supply chains to single-customer (e.g., NVIDIA) demand shocks; diversifying production now mitigates geopolitical fragility. Samsung will likely accelerate LPDDR5X adoption in AI mobile devices, while Micron may seize data-center DDR5 share. Over the next 18 months, DDR5 margins—boosted by scarcity—are nearing HBM levels, creating a rare dual-profit corridor. As AI hype plateaus, memory leaders are fortifying anti-cyclical moats before the tide turns.