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SK Hynix's HBM4 backend equipment orders have been partially postponed until next year, with the expansion pace falling below expectations.
SK Hynix is slowing down the expansion of its sixth-generation High Bandwidth Memory (HBM4) production capacity. Some backend equipment orders originally scheduled for delivery in the second half of this year have been postponed to next year, and subsequent order plans remain unclear, raising market concerns about its expansion pace. Daishin Securities analyst Ryu Hyung-geun believes that market concerns about HBM4 quality issues are "overly anxious," stating that the related problems are resolvable and do not involve compensation liabilities.
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