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SK hynix shifts to HBM as DRAM share dips, sparking Korea chip strategy test - CHOSUNBIZ - Chosunbiz

Chosunbiz · 朝鲜商业09/14 05:00Memory and HBM · 存储与 HBM跟踪

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SK hynix shifts to HBM as DRAM share dips, sparking Korea chip strategy test - CHOSUNBIZ Chosunbiz

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Fueled by the artificial intelligence (AI) boom, the memory chip market is in a supercycle, but SK hynix's DRAM market share is actually slipping. It's not because it can't sell DRAM. It's the result of a product mix heavy on high bandwidth memory (HBM) and differences in output compared with Samsung Electronics. Industry observers say it's hard to judge SK hynix's competitiveness by overall DRAM revenue share alone.

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