DRAM 4F² Roadmap Splits: Samsung, SK hynix Push Ahead; Micron Sticks With 6F²

Related coverage · 4 related reports

• 비즈니스포스트 · 10-22 10:35 KST
  Micron Skeptical of China's CXMT in 4F² DRAM Race; Samsung and SK Hynix at a Crossroads

  Micron is skeptical of China's CXMT competitiveness in 4F² DRAM, with reports saying Samsung and SK Hynix face a key decision on next-generation DRAM roadmaps. Slower-than-expected CXMT progress would ease supply-shock worries and support Hynix shares, though technology-route risk persists.

• 비즈니스포스트 · 10-22 10:35 KST
  Micron Avoids 4F² DRAM Race With CXMT; Samsung, SK Hynix Face Route Choice

  Micron is sticking with 6F² DRAM, avoiding a head-on 4F² race with China's CXMT, while Samsung and SK Hynix face a technology-route decision. The divergence affects cost and long-term competitiveness expectations—a medium-term variable for Hynix shares.

• BigGo Finance · 10-22 10:05 KST
  DRAM 4F² Race: Samsung, SK Hynix Pull Ahead as Micron Stays on 6F²

  A roundup of the DRAM scaling race: Samsung and SK Hynix are advancing 4F² structures for higher density, while Micron sticks with 6F². Smooth 4F² ramp-up could strengthen Hynix's cost and bit-supply edge—a medium- to long-term positive with limited near-term catalyst.

• BigGo 財經 · 10-22 10:05 KST
  DRAM 4F² Roadmap Splits: Samsung, SK hynix Push Ahead; Micron Sticks With 6F²

  DRAM scaling roadmaps are diverging: Samsung and SK hynix are pursuing 4F² structures while Micron sticks with 6F². Smooth 4F² mass production could give hynix a cost and density edge in next-gen DRAM, a positive mid-to-long-term catalyst.