00:00Next year, one-third of DRAM production capacity is expected to be allocated to HBM.
00:05Now, HBM is essentially changing the game in the DRAM market in a projection shared with Reuters
00:11by an executive from Samsung Electronics Memory Business.
00:14The proportion of waffers for HBM, which is currently about 20%, is expected to rise to 30% next year.
00:22With the HBM market growing like this, competition between Samsung's electronics and SK Hinnix
00:29is also getting fiercer. SK Hinnix was ahead up to HBM 3E, but with the shift to HBM 4,
00:35Samsung Electronics is quickly catching up. In fact, in terms of recent HBM revenue,
00:40share SK Hinnix has dropped to 50%, while Samsung Electronics has risen to 33%.
00:46Some brokerage firms also projected that next year, Samsung Electronics will surpass SK Hinnix
00:52in terms of its share of HBM shipments. We'll have to see whether Samsung Electronics can take the lead,
00:58this time in the HBM market, that AI has helped grow.
