According to news from this website on November 14, SK Hynix Vice Chairman and Co-CEO Park Jung-ho revealed that the company’s high-bandwidth memory (HBM) shipments this year will be 500,000 units, and it is expected to reach 100 million units per year by 2030. .
# Park Jung-ho made the above remarks in his speech after the Shared Growth Council Golf Tournament held at Donggu CC in Gwangju, Gyeonggi-do yesterday afternoon. Speech.
Note from this site: The Shared Growth Council is a supplier group of SK hynix. This golf tournament was organized and sponsored by the SK hynix procurement department. More than 100 people, including supplier representatives, participated in the event
Park Jung-ho shared HBM’s business performance and future prospects at this golf tournament. He told supplier representatives: "It will be difficult overall because of the reduction in equipment investment, but we will get through it together." He also stressed that the company plans to start semiconductor production at the Yongin cluster factory in 2027 as planned.
In its third-quarter earnings call late last month, SK hynix said it planned to increase investment in facilities based on next year. However, the company explained that since demand has not fully recovered, the scope of investment expansion will be limited and the focus will be on HBM
The company said that it will be used for the production and stacking of 1b process DRAM on the next-generation HBM3E Investments related to silicon through voltage electrodes (TSV) are considered a top priority.
The market is optimistic about SK hynix’s return to profitability in the fourth quarter. Analysts believe that due to the strong performance of high-end memory sales such as HBM, the turnaround will be faster than expected. However, Park Jung-ho also reminded people not to be too optimistic about economic recovery and investment expansion. He believed that "there is a high possibility that the U.S. economy will deteriorate next year."
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