2024 Capital Investment Cut, HBM Supply Expands... DRAM Supply Tight
Published2024.01.29 16:49SK하이닉스가 최근 지난 4분기 실적에서 3,460억원의 영업이익 흑자전환을 이뤘다고 발표했다. 이에 1년 여만에 실적 회복 흐름이 2024년에도 강하게 이어질 것으로 점쳐진다.
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HBM4 to be launched in 2026… “HBM on GPU”
HBM (High Bandwidth Memory), which has emerged to revolutionize processing speed, is a high-bandwidth memory that vertically connects multiple DRAM chips using TSV (Through Silicon Via) technology. The HBM market is dominated by Samsung Electronics and SK Hynix, with Micron following behind. According to TrendForce, last year's global HBM market share was SK Hynix at 50%, Samsung Electronics at 40%, and Micron at 10%. HBM4, which will be released in 2026 to meet demand from cloud service providers (CSPs) such as NVIDIA, Amazon, Google, and Microsoft, will introduce methods different from current semiconductors.
2023.11.30by 김예지 기자
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S&P Upgrades SK Hynix Rating Outlook... Strong AI Semiconductor Performance Key to Success
AI 반도체 수요 확대에 힘입어 SK하이닉스에 대한 긍정 평가가 확대되고 있다. 영업실적 개선과 투자 여력 확대를 예상하며 낙관적인 전망이 대두됐다.
2023.12.15by 명세환 기자
SK Hynix to Unveil AI Memory at CES 2024... "Performance Rebound Begins in Full Swing"
AI 서비스가 본격 시동을 걸면서 고대역폭 메모리 수요가 증가하는 가운데 SK하이닉스가 CES서 최신 AI향 메모리를 선보인다.
2024.01.03by 명세환 기자
Kwak No-jeong, CEO of SK Hynix, “The driving force behind AI development is memory semiconductors”
Artificial intelligence keywords are dominating CES this year. As the AI era enters full bloom, global corporations and big tech companies are promoting their products with AI-focused messaging. SK Hynix is also solidifying its position as a "total AI memory supplier" by showcasing memory semiconductors—the driving force behind AI advancement—at CES 2024, the world's largest consumer electronics and appliances exhibition.
2024.01.09by 권신혁 기자
SK Hynix swings to operating profit in Q4... Memory Riding the AI Wave
실적 반등을 노리는 SK하이닉스가 4분기 실적을 발표했다. AI향 메모리를 중심으로 고부가가치 증산, 저수익 레거시 메모리 감산 기조에 힘입어 적자폭이 줄고 이익이 개선되는 실적 흐름을 보였다.
2024.01.25by 권신혁 기자
