Core Insights - SK Hynix has achieved a milestone by becoming the leader in the DRAM market, with a revenue share of 36% in Q1 2025 [1] - The company holds a dominant position in the high bandwidth memory (HBM) sector, capturing 70% of the market share [1] - Counterpoint Research anticipates continued growth in both revenue and market share for SK Hynix at least until the next quarter [1] Market Dynamics - The HBM DRAM market is expected to face long-term risks primarily due to potential trade shocks that could lead to economic recession or depression [1] - Counterpoint Research predicts stable growth in the DRAM market across various segments and vendor shares in Q2 2025 [6] - The impact of tariff policies on HBM DRAM is a key concern, but short-term risks from trade shocks are considered low due to sustained strong demand from AI [6] Industry Commentary - Jeongku Choi, a senior analyst at Counterpoint, emphasized the significance of SK Hynix's achievement in delivering DRAM products amid high market demand for HBM memory [6] - MS Hwang, the research director at Counterpoint, noted that HBM's end products are AI servers, which inherently possess a borderless characteristic [6]
Counterpoint:受HBM需求持续推动 SK Hynix首次登顶榜首
智通财经网·2025-04-24 01:23