[Samsung and SK Hynix will convert more than 20% of their DRAM production lines to HBM production lines]

Samsung and SK Hynix predict that due to the increasing demand for AI-related chips, DRAM and HBM prices will remain strong this year. To meet the demand, they will convert more than 20% of their DRAM production lines to HBM production lines. SK Hynix's HBM chips have been sold out this year, and will almost be sold out in 2025. Samsung's HBM products have also been sold out. (Jinshi Data)