SK Hynix Triples EUV Investment for 1c DRAM, Eyes HBM4E Sample Delivery This Year

Published: Apr 9, 2026 09:07

Save

SK Hynix is accelerating efforts to enhance the competitiveness of its 10-nanometer sixth-generation (1c) DRAM, and investment in extreme ultraviolet (EUV) equipment for this process node has increased approximately threefold compared to the original plan. Industry sources revealed that SK Hynix is focusing on advancing 1c DRAM technology for application in the seventh-generation High Bandwidth Memory HBM4E core chips and plans to deliver samples this year. As HBM's largest client, NVIDIA, plans to launch its next-generation AI accelerator "Vera Rubin Ultra" equipped with HBM4E in H2 of next year, SK Hynix must accelerate its R&D pace. Industry sources revealed that SK Hynix's 1c DRAM yield for general-purpose DRAM has risen to 80%. The company plans to convert more than half of its DRAM capacity to 1c process products this year and is expected to secure approximately 190,000 wafers of capacity by year-end.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

21 hours ago

[SMM Tin News Flash: Multiple Positive Factors Combined, China's Auto Exports Grew Strongly in Q1]

According to CAAM, in March this year, China's auto market saw increased activity, with auto production and sales rebounding significantly MoM. In addition, exports maintained strong growth momentum in Q1. The latest data showed that in March this year, China's auto production and sales reached 2.917 million units and 2.899 million units respectively, up 74.4% and 60.6% MoM respectively. Experts noted that the rapid MoM growth in auto production and sales in March was both consistent with seasonal historical patterns and directly related to the full implementation of local subsidy details, the launch of spring auto show sales promotions, and the successive release of new models by automakers. In addition, auto exports in March also posted better-than-expected growth. Auto exports in March reached 875,000 units, up 30.2% MoM and up 72.7% YoY. Among them, NEV exports reached 371,000 units, up 1.3 times YoY.

21 hours ago

Apr 10, 2026 15:56

Data: SHFE, DCE market movement (Apr 10)

The following table shows the ferrous and nonferrous metals movement on the SHFE and DCE on 10 Apr , 2026

Apr 10, 2026 15:56

Apr 10, 2026 12:10

Market Guidance Unclear During Negotiation Window, Spot Cargo Maintained at Rigid Demand Amid Consolidation at Highs [SMM Tin Midday Review]

[SMM Tin Midday Review: Unclear Market Direction During Negotiation Window as Spot Cargo Maintained Rigid Demand Amid Consolidation at Highs]

Apr 10, 2026 12:10