SK Hynix Falls 3% in Pre-Market Trading, HBM Competitive Landscape Shifts as Samsung Gains Ground

Market Focus09-03 17:33

SK Hynix fell 3% in pre-market trading. On the news front, the HBM competitive landscape has undergone a notable shift. Korean brokerage LS Securities downgraded SK hynix's target price while simultaneously upgrading Samsung Electronics, citing Samsung's strong progress in HBM4 mass production yield — with HBM4 shipment share rising from roughly 5% in Q1 to approximately 35% in Q2.

Industry analysts have also pointed out that SK hynix faces challenges in achieving top HBM4 data rates and has been forced to redesign its base die, resulting in delayed shipments to key platforms. Separately, SK hynix is evaluating Intel Foundry as an alternative base die supplier alongside TSMC to diversify its supply chain and manage rising costs.

The broader semiconductor sector remained under pressure, with Broadcom down 2.92%, Micron Technology down 0.54%, and Intel down 0.04%, reflecting continued weakness across the chip industry.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Kipbana
    09-03 17:40
    Kipbana
    Rubbish. SK Hynix yield and HBM4 has always the the top. Samsung is merely just catching up. 
Leave a comment
1
1