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Medium2026-10-18Short term · Leans positiveLonger term · Leans positive

HBM Squeeze Sends Legacy DDR4 Soaring; Samsung, SK Vie in 3D Memory

HBM capacity constraints are tightening legacy DDR4 supply and sending prices soaring, while Samsung and SK Hynix compete in 3D memory technology. This bodes well for memory makers' profitability, with SK Hynix, a key HBM supplier, set to benefit from product mix improvement and rising prices.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 디지털데일리 · 10-18 08:47 KST
    HBM Squeeze Sends Legacy DDR4 Soaring; Samsung, SK Vie in 3D Memory

    Capacity shift to HBM has tightened legacy DDR4 supply and sent prices soaring, while Samsung and SK Hynix showcased next-gen 3D memory at SEDEX. The memory upcycle supports Hynix earnings expectations, though product-mix transition risks warrant caution.

HBM Squeeze Sends Legacy DDR4 Soaring; Samsung, SK Vie in 3D Memory · Hynix Board