Samsung Electronics' SK Hynix pursuit around HBM -South Korea News
In addition to the increase in demand for demand, the leader of the HBM Competition Performance Concall also emphasizes the 'leading company' last year's attention
developed by SK Hynix developed by SK Hynix12 -stage laminated HBM3.HBM3's top capacity of 24GB (Gigabyte) has been implemented. ⒸSK Hynix [Daily = Lim Chae -hyun] The demand for HBM (ancient station bomberry), essential for the generated AI, is rapidly increasing.Both SK Hynix and Samsung Electronics, which ranks first and second in the market share, emphasized their technology advantage in the recent earnings conference calls, especially HBM's latecomers, Samsung Electronics, reveals the future roadmap and investment plans.According to the industry on the 1st, Samsung Electronics has recently entered into the HBM market.In addition to the DDR4 reduction, which has accumulated inventory, it is increasing shipments around DRAM such as DDR5, especially because HBM, which is high, is expected to be a key point for improving semiconductor earnings in the second half of the year.In fact, Samsung Electronics' 27th of last monthIn the quarterly earnings announcement conference call, HBM received intensive attention from investors.As the recent growth of the generated AI market has grown, the high -performance memory demand that can handle vast data is reflected in the explosive atmosphere.It is a product that innovatively raises the processing speed.The HBM price on the generated AI server is more than six times higher than the existing memory, so it is considered high in terms of actual profitability, leaving a high demand problem.The expression and capacity of the 'capacity of' has been poured out several times.Samsung Electronics said, "We have supplied HBM2 exclusively to major customers as a leading company in the HBM market, and HBM2E is also working on the product business smoothly.""I emphasized. This seems to be conscious of SK Hynix's earnings announcement the day before.In fact, SK Hynix and Samsung Electronics received a series of queries from investors about HBM technology competitiveness.If SK Hynix's Concolls were mainly asked about market preoccupation, Samsung Electronics Concolls mainly asked questions about market expansion strategies and differentiation.We are maintaining the industry's highest HBM production capacity. ”Based on this, we have already secured customer demands beyond the mid -billion gigabit, which is twice the previous year, and has secured at least twice the HBM production capacity in 2024 this year.“Samsung Electronics has mass -produced the second -generation HBM2 under the brand name 'Aqua Bolt' in 2018, and launched the third generation HBM2E 'Flash Bolt' by 2020.The name of 'Ice Bolt' will begin mass production in the second half of this year."We are being evaluated that Samsung Electronics HBM3 products are excellent by our customers recently," he said. "HBM3 and HBM3P will contribute to the increase in DS division next year."SK Hynix will start mass production of 5th generation products in the first half of next year, and Samsung Electronics will also ship HBM3P, which is equivalent to 5th generation in the second half of this year.SK Hynix is expected to be one step faster, according to market research firm Trend Force, the top three HBM suppliers last year accounted for SK Hynix (50%), Samsung Electronics (40%), and Micron (10%).In this year, SK Hynix's share is expected to increase slightly, and Samsung Electronics is expected to fall below 40%.
https://n.news.naver.com/mnews/article/119/0002735939?sid=101