---
title: "SK Hynix 2Q25- Secured visibility on ’26 HBM demand; but not yet saying sold out- Raising ’25 Capex "
description: "SK Hynix 2Q25- Secured visibility on ’26 HBM demand; but not yet saying sold out- Raising ’25 Capex vs prior plan to meet HBM demand; incremental capex will go to HBM equipment- Potential upside from "
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000159551.md"
published_at: "2025-07-24T11:07:23.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# SK Hynix 2Q25- Secured visibility on ’26 HBM demand; but not yet saying sold out- Raising ’25 Capex 

SK Hynix 2Q25

\- Secured visibility on ’26 HBM demand; but not yet saying sold out

\- Raising ’25 Capex vs prior plan to meet HBM demand; incremental capex will go to HBM equipment

\- Potential upside from H20

\- Revenue up 26% q/q and 35% y/y; tariff pull-ins drove bit shipments

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.