内存市场新王者诞生！HBM优势下 SK海力士Q2首次击败三星领跑全球

Core Insights - SK Hynix has surpassed Samsung Electronics in quarterly revenue for the first time, becoming the world's largest memory manufacturer, driven by explosive demand for high-bandwidth memory (HBM) due to the AI boom [1][2] - Samsung's memory business revenue fell to 21.2 trillion KRW (approximately 15.2 billion USD) for the three months ending in June, while SK Hynix reported 21.8 trillion KRW, marking a significant shift in market leadership [1][3] - SK Hynix currently holds a 62% share of the HBM market, while Samsung's share is only 17%, struggling to gain certification for its advanced memory products from key clients like NVIDIA [1][3] Company Strategies - In response to its declining market position, Samsung is reportedly planning to adopt a more aggressive market strategy, including potential price cuts for its HBM3E memory to attract key customers [1][4] - Samsung's chip business experienced a dramatic 94% drop in operating profit in the second quarter, highlighting the urgency of its situation [3] - Despite securing a $16.5 billion chip supply agreement with Tesla and gaining adoption from AMD, Samsung's inability to penetrate NVIDIA's advanced HBM supply chain remains a significant challenge [3] Market Dynamics - The demand for HBM has surged due to its critical role in training and running AI large models, achieved by vertically stacking multiple DRAM chips for superior data processing speeds [2] - The supply of HBM is expected to outpace demand growth, leading to potential price pressures in the market, which could trigger a new round of price competition [4]