[News] SK hynix Rumored to Boost 2025 Capex by 30% on 2026 HBM Demand Visibility

Riding a record-smashing Q2 profit fueled by strong demand for 12-high HBM3E, SK hynix announced at last week’s earnings call that it will boost 2025 spending to keep pace with the expanding HBM market. While the company hasn’t disclosed the exact increase, sources told The Elec its 2025 capex is set to surge 30% compared to earlier forecasts.

The report suggests that SK hynix has secured clear demand visibility for its 2026 HBM supply through customer negotiations, driving the company to fast-track its investment plans. This has pushed the company’s 2025 capital expenditure up sharply to 29 trillion won from the initial 22 trillion won target, the report adds.

According to Chosun Biz, SK hynix’s more aggressive capex plan reflects efforts to meet this year’s HBM supply commitments and build long-term growth projects like the M15X fab and Yongin chip cluster.

As TheElec points out, SK hynix is bringing its new M15X factory online in the fourth quarter, with the DRAM production facility set to begin churning out chips for HBM and other products next year. The company’s larger Yongin Factory 1, on the other hand, will be ready in the second quarter of 2027, the report notes.

The South Korean memory giant remains bullish on its HBM outlook, as it states in the press release that it will maintain plan to double HBM sales YoY in 2025. In March, it has shipped the world’s first 12-layer HBM4 samples, and is expected to kick off mass production in late 2025.

SK hynix is also exploring new momentum. As ZDNet reported, the company plans to begin supplying SOCAMM modules—low-power DRAM for servers—within 2025.

Read more

• [News] SK hynix Posts Record Q2 Profit: Plans Bigger 2025 Capex; SOCAMM Shipments by Year-End
• [News] HBM Demand from ASICs Reportedly to Surge 80% in 2026, Fueling Samsung–SK hynix–Micron Rivalry

(Photo credit: SK hynix)