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Medium2026-10-28Short term · NeutralLonger term · Leans positive

SK hynix Pursues EUV-Driven 6F² DRAM Scaling, Keeps 4F² and 3D DRAM in Play

TrendForce reports that SK hynix is advancing EUV-based 6F² DRAM cell scaling while keeping next-generation options such as 4F² and 3D DRAM in play. The move aims to defend its cost and density edge in leading-edge DRAM against Samsung and Micron. A diversified technology roadmap lowers single-architecture risk, though R&D and capex burdens persist, making the stock impact limited near term and modestly positive over the longer run.

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

Related coverage · 1 related reports

  • TrendForce · 10-28 17:04 KST
    SK hynix Eyes EUV-Driven 6F² Scaling, Keeps 4F² and 3D DRAM in Play

    SK hynix plans to push 6F² DRAM cell scaling using EUV while keeping 4F² and 3D DRAM routes in play, as Micron holds back. If the technology lead materializes, hynix could widen its cost and performance edge in next-gen DRAM, a medium- to long-term positive catalyst for the stock.

SK hynix Pursues EUV-Driven 6F² DRAM Scaling, Keeps 4F² and 3D DRAM in Play · Hynix Board