HBM供过于求？SK海力士辟谣

Core Viewpoint - The HBM market is expected to grow at an annual rate of 30% until 2030, driven by strong demand for AI-specific storage chips, countering concerns about potential market slowdown due to oversupply [2][3]. Group 1: Market Growth and Demand - SK Hynix's HBM business leader predicts a robust demand for AI, stating that large tech companies' investments in AI infrastructure are directly linked to HBM demand [2]. - The AI-specific storage chip market, including HBM, is projected to grow at an annual rate of 30% until 2030, indicating a strong and sustained market growth [2]. Group 2: Competitive Landscape - Samsung Electronics may lower the supply price of HBM3E, potentially putting pressure on overall HBM market prices, while the sixth generation HBM (HBM4) is expected to see significant price increases due to customization [3]. - SK Hynix remains confident in the growing customized HBM market, with expectations that the market size will reach several hundred billion dollars by 2030 [3]. Group 3: Customization and Client Needs - The importance of base die in memory access and control is increasing, making customized HBM strategies essential for meeting diverse client preferences [3]. - SK Hynix is collaborating with TSMC to produce HBM4, addressing the complexities of base die production and enhancing their competitive edge in the market [3].