内存芯片，告罄！

Core Viewpoint - SK Hynix has achieved record quarterly performance in Q3 2023, driven by surging demand in the high bandwidth memory (HBM) market, particularly due to AI market growth [1][2]. Group 1: Financial Performance - In Q3 2023, SK Hynix reported a consolidated operating profit of 11.3834 trillion KRW, a 62% year-on-year increase [2]. - Sales in Q3 2023 reached 24.4489 trillion KRW, reflecting a 39% year-on-year growth [2]. - The company anticipates further growth in Q4 2023, with expectations of DRAM and NAND shipments increasing by over a single-digit percentage compared to the previous quarter [3]. Group 2: Market Position and Strategy - SK Hynix has completed supply negotiations for HBM4 with major clients, including Nvidia, and plans to start shipments in Q4 2023 [1][2]. - The company is confident in maintaining its leading position in the emerging HBM4 market, despite competition from Samsung and Micron [2]. - SK Hynix's strategy includes expanding the production capacity of next-generation 10nm-class DRAM, with plans for 1c DRAM to account for half of its total DRAM production capacity by the end of next year [5]. Group 3: Future Outlook - The semiconductor market is expected to continue its growth trajectory, driven by increased investments in AI infrastructure by major tech companies [4]. - SK Hynix predicts that the demand growth rate for DRAM will rise from the teens this year to over 20% next year, while NAND demand growth is also expected to remain strong [4].