SK Hynix's HBM Sales to Surpass 50% of Total DRAM Sales Amid High Demand

By Kim Eun-jin, BusinessKorea - SK Hynix has announced plans to maintain its overwhelming technological leadership in the high bandwidth memory (HBM) market by timely supplying next-generation products, including the HBM4E.

Choi Jun-yong, vice president of HBM Business Planning at SK Hynix, stated, “We will commence mass production of the 6th-generation HBM, the HBM4 12-layer product, this year and subsequently.

Born in 1982, Choi was appointed as the youngest executive of SK Hynix at the end of last year. After serving as the head of Mobile DRAM Product Planning, he currently oversees HBM Business Planning. He is the key operational leader for the growth of the HBM market, performing extensive roles from establishing technology development roadmaps to strategic collaboration with global clients.

Choi emphasized, “In addition to developing new HBM, we will optimally respond to various market needs by providing custom HBM solutions that reflect the specialized demands of our customers.” He added, “The achievements in the HBM market, which we have persistently prepared for over a long time, are thanks to the 'one-team spirit' and challenging spirit of our members.”

Last month, SK Hynix supplied the world’s first HBM4 12-layer samples to major clients several months ahead of the initial plan and is set to begin full-scale mass production in the second half of this year.

SK Hynix plans to accelerate the development of HBM4E products to meet the rapidly increasing demand alongside the growth of the AI market.

Currently, the proportion of HBM in SK Hynix's total DRAM sales is rapidly increasing and is expected to exceed 50% this year. It already recorded over 40% in the fourth quarter of last year.

Notably, this year’s HBM volume has sold out, and there is a high possibility that next year’s volume will also sell out early within the first half. The industry expects that next year’s shipments will include not only the 5th-generation HBM3E 12-layer products but also the HBM4 12-layer products.

Source: https://www.businesskorea.co.kr/news/articleView.html?idxno=239275