Samsung, SK hynix benefit from local memory chip market boom
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- 15 Jun 2023
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The local market for memory chips is displaying promising indications of growth, supported by the industry-wide recovery following the introduction of new products by NVIDIA, Intel, and AMD, as reported by market analysts on Thursday.
These three prominent global logic chip manufacturers are key partners of Samsung Electronics and SK hynix, the leading global memory chip companies based in Korea. Consequently, the shares of these IT giants listed on the KOSPI exchange are expected to experience further ascent.
The three industry leaders have unveiled novel logic chips essential for artificial intelligence (AI) and high-performance computing (HPC) applications.
They are increasingly employing high-bandwidth memory (HBM), which is a high-speed computer memory interface utilized in 3D-stacked synchronous dynamic random-access memory (SDRAM). HBM is used in conjunction with high-performance graphics accelerators, network devices, high-performance data centers, and certain supercomputers.
The initial HBM memory chip was developed by SK hynix in 2013.
TrendForce, a market research firm, reports that the SK hynix affiliate commands a 50 percent share in the global HBM market, while the Samsung affiliate holds 40 percent.
The recent surge in demand for GPUs brings positive tidings for local chipmakers, as these products require HBMs manufactured by Samsung and SK affiliates.
Market analysts predict that this robust and stable demand is likely to herald a resurgence in the memory semiconductor sector, breaking free from years of stagnant market conditions.
In June of last year, SK hynix commenced mass production of HBM3, which is a fourth-generation HBM product. Samsung Electronics plans to follow suit in the latter half of this year.
