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SK hynix’s exhibition in Las Vegas, Jan. 9 (native time) / Yonhap
SK hynix stated Thursday it is going to search to safe overwhelming management in sixth-generation excessive bandwidth reminiscence (HBM), or HBM4, because it did in earlier generations, amid anticipated competitors with Samsung Electronics.
“(The corporate) goals to take an amazing market share within the HBM4 sector, as we did for the HBM3 and HBM3E merchandise,” the corporate stated in a convention name held a day after reporting record-breaking earnings for 2025.
On Wednesday, SK hynix stated it posted an annual document working revenue of 47.2 trillion gained ($33 billion) in 2025 amid the synthetic intelligence (AI) growth, beating its rival Samsung Electronics’ complete efficiency for the primary time.
“Regardless of efforts to maximise manufacturing capability, it’s arduous to satisfy purchasers’ demand one hundred pc, and we anticipate some rivals to enter the competitors,” the corporate stated, citing “explosive” international demand pushed by AI infrastructure funding.
SK hynix is at present within the last levels of making ready for full-scale manufacturing of HBM4, with samples already equipped to Nvidia. Samsung Electronics can also be anticipated to begin full-fledged manufacturing of HBM4 this 12 months.
“We are going to preserve our management and place because the main provider based mostly on efficiency, mass manufacturing capability and high quality,” it added.
Trade tracker Counterpoint Analysis just lately estimated SK hynix will account for 54 % of the worldwide HBM4 market in 2026, adopted by Samsung Electronics with 28 % and Micron Expertise Inc. at 18 %.
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