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As per Reuters, hyperscalers are offering to help finance new production lines and expensive equipment, including $ASML EUV tools, for SK Hynix
However, SK Hynix is cautious because these deals could lock capacity to specific customers and force lower long-term pricing
Available capacity is essentially zero right now, meaning there is not even a small portion that can be reserved for one specific buyer
SK Hynix is expanding with its massive P&T7 fab, focused on next-gen HBM, but this facility will not be ready until 2028
DRAM makers are reportedly only able to meet around 60% to 70% of current demand