Core Viewpoint - The storage industry is undergoing a significant transformation with HBM (High Bandwidth Memory) becoming the focal point, as manufacturers prepare for the mass production of HBM4 in the second half of the year, which is expected to dominate the market in 2024 [1][2][4]. Group 1: Market Dynamics - DDR4 prices have surged due to production cuts, while HBM is gaining traction as the competitive focus in the storage sector [1][4]. - Samsung Electronics reported a decline in operating profit, attributed to slower HBM progress compared to competitors, impacting its market position [4]. - SK Hynix has seen an increase in market share, with its HBM market share reaching 70%, while Samsung's share has decreased significantly [4][5]. Group 2: HBM Development and Production - SK Hynix and Micron are nearing completion of HBM3e product certification, with plans for HBM4 mass production preparations underway [5][6]. - Samsung is lagging in HBM development, with uncertainties surrounding its ability to commercialize higher-tier HBM4 in a timely manner [5][6]. Group 3: Customization Trends - The demand for HBM is expected to grow due to the AI boom, with Nvidia leading the market but facing increasing competition from other AI chip manufacturers [6][8]. - Customization in HBM is becoming a trend, with several IT companies, including Nvidia, Amazon, and Microsoft, pushing for tailored HBM solutions [8]. - The shift towards customized HBM is anticipated to significantly expand the market by 2026, as more clients adopt bespoke solutions [8].

三星调整HBM团队组织架构 押宝定制化HBM 《科创板日报》27日讯，消息称，三星电子DS（设备解决方案）部门负责人全永铉正在进行内部组织 大幅调整。他将三星HBM开发团队细分为标准HBM、定制化HBM、HBM产品工程（PE）及HBM封装 等团队。相关人士透露，三星内部对"拯救HBM"的需求备感迫切，尤其押宝定制化HBM。 (韩国 Financial News) ...