Comment by esseph

"As mentioned previously, the rip-roaring demand for HBM products is reducing the available wafer capacity for other DRAM and NAND products, reducing their supply in the process. We noted in a recent post that the global average delivery times for DDR5 are now quite stretched, currently hovering between 26 and 39 weeks.

Coming back, SK Hynix announced at its earnings call that it has fully booked its DRAM and NAND capacity through 2026, with HBM4 set to ship by the end of 2025."