为了HBM 4，SK海力士准备扫货

Core Insights - SK Hynix is preparing to invest in testing equipment for the mass production of HBM4, with plans to establish a supply chain by the end of this year and begin equipment installation in Q1 of next year [1] - HBM4, the next generation of high bandwidth memory, will feature double the number of I/O terminals compared to its predecessor, significantly enhancing bandwidth [1] - The company aims to build new aging testing facilities to expand HBM4 mass production, with initial orders for equipment expected to be completed by October or November [1] Group 1 - SK Hynix plans to launch aging testing equipment for HBM4 in Q1 of next year, following successful quality tests by partners [1] - The aging testing equipment is designed to expose semiconductors to high temperatures and voltages to identify defects, and previous equipment was insufficient for HBM4 production [1] - A significant order of approximately 150 to 200 aging testing machines is anticipated as SK Hynix seeks to improve yield and productivity in the competitive HBM4 market [2] Group 2 - Major post-processing equipment companies in South Korea, such as DI, YC, and UniTest, are conducting quality tests to secure a place in SK Hynix's HBM4 aging testing equipment supply chain [2] - DI has recently completed quality testing with SK Hynix and is expected to be among the first to respond to initial orders, while UniTest and YC aim to complete supply by the end of the year [2] - The semiconductor industry anticipates that SK Hynix will actively invest in the expansion of the M15X wafer fab next year, indicating a strategic diversification of the aging testing equipment supply chain [2]