SK Hynix: HBM Revenue to Grow Sharply Next Year

The signal here is less about the headline growth claim than about SK Hynix's technology cadence: leaning on existing Six-F-Square capacity for near-term HBM output while explicitly separating development from commercialization timelines for the denser Four-F-Square node. That distinction matters for anyone tracking AI memory supply, since it implies the next cost and density step is not being promised on a fixed schedule. Whether HBM revenue growth outpaces broader memory demand, and when Four-F-Square moves from development to commercial timelines, are the open questions worth watching.