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반도체·하드웨어 · 리포트

Samsung is gaining ground on SK Hynix in high-bandwidth memory (HBM4) production, lifting South Korean chip sector earnings forecasts.

Multiple HBM4 suppliers (Samsung, SK Hynix) improve accelerator memory supply diversification and may ease constraints on AI GPU packaging.
업계 전문지Slicast · 2026년 9월 14일 21:00 UTC · 미국 · 출처: biz.chosun.com
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SK Hynix
Samsung
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CommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing PowerCommentarySK Hynix Leads HBM Supply Into Vera Rubin, but NVIDIA's In-House Base Die May Reshape Who Captures the Margin
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Samsung is gaining ground on SK Hynix in… · Slicast