SEOUL, Sept 12 (Reuters) - South Korea's SK Hynix ( HXSCF )
said on Friday it has completed its internal
certification process for next generation high-bandwidth memory
4(HBM4) chips and established a production system for customers.
In March, the South Korean chipmaker, a key supplier to AI
giant Nvidia ( NVDA ), said it had shipped its HBM4 12-layer
chip samples to customers, adding that the company aims to
complete preparations for mass production of 12-layer HBM4
products within the second half of this year.
HBM - a type of dynamic random access memory or DRAM
standard first produced in 2013 - involves stacking chips
vertically to save space and reduce power consumption, helping
to process the large volumes of data generated by complex AI
applications.
SK Hynix ( HXSCF ) shares hit a record high in morning trade, rising
as much as 7.3%, outpacing the benchmark KOSPI's 1.2% rise, as
analysts cited the company's HBM4 chip production plans.
Kim Sunwoo, a senior analyst at Meritz Security,
projected that SK Hynix's ( HXSCF ) HBM market share will remain in the
low 60% range in 2026, supported by early HBM4 supply to key
customers and the resulting first-mover advantage.
SK Hynix ( HXSCF ) is currently the main HBM supplier to Nvidia ( NVDA ),
although Samsung Electronics ( SSNLF ) and Micron
supply it with smaller volumes.
Samsung said in July that it had provided samples of its
HBM4 chips
to customers, with a plan to supply them next year.