SK Hynix 1c DRAM production share to reach 34% by year-end ahead of HBM4E

SK Hynix's rapid shift to 1c DRAM production signals a strategic move toward 10nm-level process dominance, directly boosting demand for upstream EUV lithography tools and pressuring downstream module vendors to upgrade compatibility. This initiative preempts HBM4E requirements while enhancing cost efficiency. However, geopolitical tensions, especially in equipment and material exports, pose supply chain risks. Competitors like Micron and Samsung may accelerate their own 1c transitions to counter SK Hynix’s advantage. Over the next 12–24 months, the DRAM sector will see intensified technological competition, with 1c adoption reshaping market dynamics and pushing the entire industry toward higher-value segments.