Movement Alert｜SK hynix Falls 3.23% in Regular Trading, Samsung's Aggressive HBM4 Pricing Intensifies Competition Concerns

Market Focus10-06 21:39

On October 6, SK hynix fell 3.23% in regular trading, with turnover reaching $505 million. The decline was driven by reports that Samsung Electronics has proposed a 2027 HBM4 supply price of $4 per gigabit to major customers, more than triple the current HBM3E price of approximately $1.50. Samsung is attempting to challenge SK hynix's dominant position in the high-bandwidth memory market through aggressive pricing based on the performance advantages of its next-generation product.

This pricing strategy directly threatens SK hynix's core competitive moat in the AI memory segment. The company is one of the world's largest memory semiconductor manufacturers, with products widely used in graphics cards, personal computers, data center servers, smartphones, and tablets.

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