Micron Technology(US:MU) 半导体行业观察·2025-04-14 01:28Core Viewpoint - SK Hynix is increasing its capital expenditure by 30% to meet the surging demand for High Bandwidth Memory (HBM), raising its investment from 22 trillion KRW to 29 trillion KRW [1] Group 1: SK Hynix's Strategic Moves - SK Hynix plans to expedite the delivery of equipment to its M15X factory by two months to enhance HBM production capabilities [1] - The company is converting part of its M10 wafer fab capacity to HBM processes and has shifted employees from its image sensor business to AI memory [2] - SK Hynix has achieved a 36% market share in DRAM, surpassing Samsung's 34% for the first time, primarily due to strong HBM sales [2][7] Group 2: Market Dynamics - Samsung's inability to keep pace with the AI era has contributed to its loss of the top position in the DRAM market, with SK Hynix now leading [4] - Counterpoint Research predicts that SK Hynix will maintain a leading position in the DRAM market, with Samsung's share expected to remain around 34% in Q1 2025 [5] - Micron Technology is ramping up its efforts to challenge SK Hynix and Samsung in the HBM market, having begun mass production of HBM3E chips for Nvidia [6][8] Group 3: Future Projections - Micron aims to increase its HBM market share to around 20% this year, supported by new production facilities and significant investments [7] - The competitive landscape in the HBM market is expected to shift as Micron expands its capabilities and SK Hynix accelerates its production efforts [8]