SK Hynix has almost cornered the fast-growing DDR5 DRAM market. The industry believes that with the delay of Samsung Electronics and Micron’s DDR5 DRAM, SK Hynix’s dominance in this field will continue until next year.
“Chosun Ilbo” quoted relevant people in the industry as saying that SK Hynix 1a (Note: The fourth generation 10nm, belonging to the 14nm class) DDR5 DRAM product yield rate is as high as 90%, which is much higher than that of competitors.
He said that the DDR5 DRAM market, which is considered to be one of the largest battlegrounds for memory semiconductor companies this year, is developing around high-capacity products such as 128GB DDR5 for servers. Samsung Electronics and Micron are currently unable to produce 128GB DDR5 large-capacity DRAM products. SK Hynix Supply 100% of the market volume in this field.
SK Hynix was able to dominate the DDR5 market so early because it achieved high yield rates earlier than rivals such as Samsung Electronics and Micron. A person familiar with SK Hynix said, “With the 1a standard, SK Hynix’s yield has reached the gold yield. We have reached a stage,” he explained.
Koh Young-min of Shinhan Investment & Securities Research Institute said, “SK Hynix has been confirmed to be the most advanced in preparing 1b-nano, which is the next-generation process among the top 3 DRAMs.”