#SKHynix moving to ‘Cautious Mode’ for Investment in Cutting-edge DRAM and HBM Facilities.
Without a demand slowdown for HBM, this delay in SKHynix Fab expansion could be a sign of a perceived decrease in market share. $Micron Tech(MU.US), and even $SEC, could be taking HBM market share for the fist time in earnest. "Earlier this year, the schedule for infrastructure investment, including cleanrooms for the M15X, was brought forward from the end of the second quarter to the beginning of the second quarter. Accordingly, the timing of equipment introduction into the fab is also expected to be around September or October, one to two months earlier than originally expected.""However, SK Hynix's tone has recently changed. It has been found that they have decided to delay the plan to bring forward the investment in M15X and have moved back the timing of equipment introduction in the fab to around October or November. The production capacity of the most advanced DRAMs entering M15X this year is also expected to be reduced from 15,000 units per month to less than 10,000 units"Source: Chips & Wafers
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