[Breaking] SK hynix: HBM4 share to increase and prices to rise next year, with further improvements in yield and cost competitiveness

[Financial News] SK hynix said on the 28th, “Next year, alongside a larger HBM4 share and higher prices, mass-production yields and cost competitiveness are also expected to improve further.”
SK hynix said during its third-quarter earnings call that day, “We expect HBM revenue and earnings next year to grow significantly compared with this year, with profitability also improving meaningfully.”
It added, “We expect high profitability, well above the peaks of past cycles, to remain sustainable going forward,” and expressed confidence that moves by some customers to reduce the number of HBM stack layers would have little impact on its results.
SK hynix said, “Recent moves by some customers to reduce the number of HBM stack layers are a clear example of demand overwhelming supply. With HBM in short supply, customers need to build more AI accelerators and systems with limited quantities, so their strategy is to reduce the number of layers and increase the number of cubes they can secure for the same capacity.”
Emphasizing that reducing the number of stack layers does not mean HBM capacity falls by the same amount, SK hynix said, “Even if the configuration is adjusted from 12-high HBM4 to 8-high HBM4, increased capacity per die can offset a substantial part of the impact of the lower layer count.”
 


[email protected] Kim Hak-jae, Lim Su-bin Reporter