AI BriefingSK hynix Converts Part of HBM Production to DRAM for Profitability
Key point
SK hynix plans to convert part of its HBM3E production lines to general-purpose DRAM production to maximize profitability.
Details
SK hynix has decided to postpone part of its plan to convert HBM3E production lines, which it had intended to shift ahead of schedule toward next-generation HBM4.
This is a strategic decision to nimbly respond to demand in the general-purpose DRAM market, which currently has a higher operating margin than HBM, in order to secure additional profit.
The move is interpreted as an effort to find the optimal balance between meeting AI memory demand and profitability in the general-purpose DRAM market.
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