As SK Hynix prepares to announce its third quarter results, the quality certification and supply of HBM4 for NVIDIA's next-generation AI platform, Rubin, have emerged as critical factors.
According to Counterpoint Research on October 27, the key to this announcement lies in the certification status of HBM4 for Rubin and the pricing strategy for major clients, amid expectations of strong performance from SK Hynix.
Recently, the memory market has been driven more by rising prices than by shipment volumes, with the expansion of long-term supply agreements (LTAs) signaling a phase of additional price increases for HBM. However, the full impact of this trend is expected to be realized starting in 2027.
There are also predictions that Samsung Electronics could surpass SK Hynix in market leadership starting with the HBM4 generation, leveraging its advanced manufacturing processes.
In the face of potential risks of slowing AI investments, how effectively SK Hynix can secure high-value products like customized HBM will be a key challenge moving forward.
Meanwhile, in the second quarter of this year, Samsung Electronics held the top position in the global DRAM market with a 38% share, while SK Hynix ranked second with a 25% share.
* This article has been translated by AI.
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