SK Hynix's 1c DRAM Share Exceeds 35% by Early Next Year

SK Hynix is accelerating the production share of its 10nm sixth-generation (1c) DRAM. The share of 1c DRAM increased from about 10% in the first quarter of this year to approximately 13% in the second quarter, is expected to reach around 24% in the third quarter, and about 34% in the fourth quarter. By the first quarter of next year, it may rise to about 35%, surpassing the 1b (approximately 33%) process for the first time to become the main technology. The share of 1b (10nm fifth-generation) DRAM peaked at about 43% in the second quarter of this year and has started to decline. At the end of the second quarter, Samsung Electronics had a 1c share of about 16%, and Micron had about 19%, both higher than SK Hynix's approximately 13%. SK Hynix is accelerating the transition in the second half of the year, and in the fourth quarter, it is expected to exceed Samsung Electronics' approximately 31% with about 34%. SK Hynix stated in its second-quarter earnings call that the supply of DRAM using the 1c process has substantially commenced since the second quarter, and in the second half of the year, with the ramp-up of HBM4 and increased shipments of 1c general DRAM, the bit growth rate is expected to be higher than in the first half. Samsung Electronics has adopted 1c DRAM starting with HBM4, with a running speed of about 11.7Gbps; SK Hynix will use 1c DRAM as the core chip for HBM. It is expected that this year, the combined market share of HBM4 for Nvidia, Google, and AMD will be approximately 50% for SK Hynix in the mid-range, 20% for Samsung Electronics in the lower range, and 10% for Micron in the lower range.

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