00:00Let's see, the 1% of the 1% of the 3% of the HBM will be joined by.
00:04Now, HBM is the market of the market itself.
00:08The Samsung's memory company company's role in Reuters,
00:10with the current 20% of the HBM's vapor rate,
00:14will be next to 30% of the market.
00:17This is the market of the HBM market,
00:19and the Samsung's and SK-Hyniks' competition is more powerful.
00:22The HBM3-E is the SK-Hyniks' competition,
00:25but the HBM4-E has been in the market,
00:27and Samsung's is quickly-priced.
00:28.
00:29실제로 최근 HBM 매출 점유율은 SK하이닉스가 50%로 낮아진 반면
00:34삼성전자는 33%까지 올라왔으니까요.
00:37일부 증권사는 내년 HBM 출하량 점유율에서 삼성전자가 SK하이닉스를
00:41앞설 것으로도 전망했습니다.
00:43AI가 키운 HBM 시장 삼성전자가 이번에는 주도권을 가져올 수 있을지
00:47지켜봐야겠습니다.
