SK hynix’s HBM4 Backend Equipment Orders Reportedly Slip to 2027

SK hynix completed a development milestone for HBM4 last year, but a new report says orders for backend equipment used in next-generation High-Bandwidth Memory have been postponed to 2027.

The delay has prompted unconfirmed speculation that SK hynix may be facing technical hurdles with HBM4. Another possibility raised in the report is that the company is prioritizing general-purpose DRAM, which it describes as generating strong margins.

Analysts have reportedly said concerns about SK hynix’s HBM4 quality problems are overstated. The report also refers to earlier claims that one method had become a source of those problems, but the available summary does not identify the method or provide further details.

The equipment delay alone does not establish why the orders were postponed or confirm that HBM4 has technical problems. SK hynix’s successful development milestone last year and the reported 2027 equipment schedule are the details available in the source summary.