[Concall] SK Hynix "HBM3E 12-Stack Expected to Surpass 8-Stack Sales in First Half of Next Year"

On the 24th, SK Hynix stated during its Q3 earnings conference call, "The company began supplying the industry's first HBM3E 8-stack product earlier this year, and as previously mentioned, the proportion of HBM3E has surpassed that of HBM3 this quarter." They added, "This rapid increase in the share of HBM3E products reflects growing customer demand, and the rise in HBM3E demand is progressing faster than initially expected."

They continued, "Mass production of the HBM3E 12-stack product started in September, and shipments are planned to begin this quarter as scheduled," adding, "With customers launching new products, the HBM market demand next year is expected to quickly shift from HBM3E 8-stack to 12-stack."

SK Hynix also said, "The HBM3E 12-stack is expected to surpass the sales volume of the HBM3E 8-stack in the first half of next year," and "By the second half of next year, most of the volume is expected to be 12-stack products."

Furthermore, they stated, "As the increase in stack count raises process complexity, the company has made all necessary preparations for smooth mass production and plans to secure 12-stack demand through close collaboration with customers," adding, "Just as with the 8-stack, we plan to lead market share with the HBM3E 12-stack products." They also said, "Given that the industry’s top characteristics have been secured in terms of specialty, we will continue to lead the HBM market through product differentiation."

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