SK 海力士_完成 HBM4 开发并准备量产；对存储芯片价格的快速看法与观点

View on memory pricing: 1) HBM pricing: Details on next year's HBM volume/pricing with the largest customer is still unclear, but we expect an agreement to be done within the current month. Given the increased difficulty in meeting the requirement for HBM4, we think there could be some upside to our base case pricing assumption, but even in this case expect blended HBM ASP for next year to decline close to double-digit% yoy, especially as our expectation for HBM3E 12Hi pricing declining materially is unchan ...