SK hynix is considered an old-timer in the HBM memory market, having started development back in 2013 in collaboration with NVIDIA, but the largest memory chip maker Samsung is ready to challenge it in this segment. This year Samsung will increase investments in HBM production by more than two and a half times, next year this amount will remain at the same level.
As already mentioned, until the fourth quarter of this year Business KoreaSamsung Electronics will increase the production volume of microcircuits to 150-170 thousand products per month. Competitor SK hynix will begin producing HBM3e chips with fifth-generation technologies in the current half of the year; such memories will be used in the latest NVIDIA computing accelerators by next year at the latest. Samsung has been rolling out its fourth-generation HBM3 memory since last quarter and is trying to compete with SK Hynix for NVIDIA orders to supply HBM3e. The latter company has already completed the development of HBM3e and is now certifying it to comply with NVIDIA requirements.
According to estimates, SK hynix achieved sales of over $749 million from HBM deliveries for the first time last quarter – this is an important psychological milestone for the South Korean company, as it represents an amount of 1 trillion won. It is generally accepted that the size of the HBM chip market last year was almost $4 billion, and SK Hynix occupies a leading position in it with a share of about 20%. Samsung is faced with the task of shaking the position of its competitor and is therefore resolutely investing in expanding HBM production.