[Concall] SK Hynix "HBM Competitiveness Expected to Positively Impact DRAM Market Share"

SK Hynix stated in a conference call following its Q2 earnings announcement that "the growth potential of SK Hynix in the (HBM) market currently appears clear," and added, "If we can maintain competitiveness in (HBM) products and supply within the market, we expect positive effects in terms of (DRAM) sales share and even bit share."

Regarding the HBM business model, the company explained, "HBM involves simultaneous planning and certification, and requires prior capacity preparation within the value chain, so there is a very high level of mutual understanding with (customers) about pricing methods." They further noted, "As we transition to HBM4, the ecosystem will become more complex, and a different business model from existing types of products is expected to be maintained." They also projected that "as a contract-based business, the pricing structure and mitigation of profit volatility will contribute to some extent."

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