They Abandoned HBM!
LPDDR steals the data-center spotlight—phones may pay the price.
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The frenzy surrounding HBM has also heated up the entire memory industry chain. The world’s three major memory giants—Samsung Electronics, SK Hynix, and Micron Technology—have all seen explosive performance growth.
Samsung’s third-quarter net profit rose 21% year-over-year, SK Hynix posted the highest quarterly profit in its history, and Micron achieved a tripling of net profit. SK Hynix also stated that its HBM production capacity through 2025 has been fully booked by customers.
At the same time, traditional DRAM and NAND chips are unexpectedly in high demand.
As memory manufacturers focus on expanding HBM production, conventional memory capacity has tightened, leading to a rebalancing of market supply and demand. Data center giants like Amazon, Google, and Meta are aggressively procuring traditional DRAM to expand AI inference and cloud service capabilities.
In fact, during the AI inference phase, standard memory still plays an irreplaceable role—this has created a situation where the entire memory market is experiencing “across-the-board tightness.”
