"Hynix will beat Samsung Electronics next year and have an HBM advantage."

It is predicted that SK Hynix will be able to maintain its dominance in the high-bandwidth memory and HBM sectors next year.

Samsung Electronics is narrowing the technology gap in the artificial intelligence, AI and HBM sectors, but it is expected to take time to catch up with SK Hynix.

According to Bloomberg Intelligence and BI, a research institute under Bloomberg on the 12th, analyst Seo Silia Chan said in a report that SK Hynix's production volume has been sold out until next year, and that it will remain at the top in the HBM sector for the next 12 months.Citing rival Micron estimates, the

report said SK Hynix's HBM division sales are likely to increase from $4 billion (about 5.6 trillion won) last year to more than $25 billion (about 35 trillion won) next year.

In addition, we believe that high-performance DRAMs, including DDR5, can contribute to SK Hynix's sales as they are used in large data centers.The

report expects SK Hynix's pre-recurring operating profit to increase by 36% next year, following a more than 500% increase this year.

It also predicted that "Samsung Electronics will not catch up in the HBM sector in 2025."

Samsung Electronics' HBM3E is said to have passed the quality test of its major customer Nvidia, but it is unlikely that SK Hynix will take the lead in the HBM sector.

This is because SK Hynix's HBM3E yield is close to 80%, and large-scale facility investment and solid relationship between Nvidia and SK Hynix need to be considered.

Samsung Electronics' operating profit growth before amortization next year was estimated at 24%.

Earlier on the 31st of last month, Samsung Electronics said about HBM3E, the 5th generation HBM, "We are currently selling both HBM3E 8th and 12th stages in mass production," adding, "We have secured significant progress in completing important steps in the quality test process of major customers and are expected to expand sales in the fourth quarter."

The report, meanwhile, said there was an "excessive aspect" to some concerns about DRAM oversupply next year, and expected strong demand for HBMs to offset temporary oversupply.

The wafer in the HBM is about three times the standard DRAM, and the operating profit is estimated to be higher in HBM (53%) than in standard DRAM (34%).

In addition, SK Hynix's stock price has fallen more than 20% from its peak in July amid concerns over tightening regulations on China in the semiconductor sector, but the impact of these regulations on HBM supply is expected to be limited.

SK Hynix's HBM3 and HBM3E are mainly used in Nvidia's high-end chips, which are already banned from selling in China.